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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-30
TX RA APPROVED 2024-08-06
AR RA APPROVED 2024-03-11
OK RA APPROVED 2024-01-31
  • MO RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-08-06
  • AR RA
    APPROVED
    Since 2024-03-11
  • OK RA
    APPROVED
    Since 2024-01-31

Branch Locations

621 S 4Th St, Stilwell, OK 74960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin Sorg Insurance Agency Lowell AR 07/2020 01/2024
State Farm Vp Management Corp. Lowell AR 02/2023 01/2024
Josie Polk Insurance Agency Overland Park KS 06/2019 07/2020
Foreman Public Schools Foreman AR 08/2017 06/2019
Bald Knob Lumber Company Bald Knob AR 05/2017 08/2017
Fayetteville Boys And Girls Club Fayetteville AR 08/2015 05/2017
University Of Arkansas Fayetteville AR 08/2013 05/2017
State Farm Vp Management Corp. Rogers AR 01/2024 06/2024
State Farm Investment Management Corp Rogers AR 01/2024 06/2024
State Farm Insurance Rogers AR 01/2024 06/2024
State Farm Investment Management Corp Stilwell OK 06/2024 Present
State Farm Vp Management Corp. Stilwell OK 06/2024 Present
James Blanton Insurance Agency Stilwell OK 06/2024 Present
  • 07/2020 → 01/2024
    Kevin Sorg Insurance Agency
    Lowell, AR
  • 02/2023 → 01/2024
    State Farm Vp Management Corp.
    Lowell, AR
  • 06/2019 → 07/2020
    Josie Polk Insurance Agency
    Overland Park, KS
  • 08/2017 → 06/2019
    Foreman Public Schools
    Foreman, AR
  • 05/2017 → 08/2017
    Bald Knob Lumber Company
    Bald Knob, AR
  • 08/2015 → 05/2017
    Fayetteville Boys And Girls Club
    Fayetteville, AR
  • 08/2013 → 05/2017
    University Of Arkansas
    Fayetteville, AR
  • 01/2024 → 06/2024
    State Farm Vp Management Corp.
    Rogers, AR
  • 01/2024 → 06/2024
    Rogers, AR
  • 01/2024 → 06/2024
    State Farm Insurance
    Rogers, AR
  • 06/2024 → Present
    Stilwell, OK
  • 06/2024 → Present
    State Farm Vp Management Corp.
    Stilwell, OK
  • 06/2024 → Present
    James Blanton Insurance Agency
    Stilwell, OK
Other Businesses

1) James Blanton's Insurance Agency; Investment-related; 621 S 4th St Stilwell, OK 74960-4215; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2024; 80; 80; Service customers and supervise employees.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-29
S63 Uniform Securities Agent State Law Examination 2022-08-25
  • S65 Uniform Investment Adviser Law Examination
    2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    2022-08-25

View on SEC IAPD

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