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Shannon Colleen Wilkerson

State Farm Investment Management Corp.

Troy, OH

CRD 5186700

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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
MI RA APPROVED 2018-10-18
IN RA APPROVED 2018-08-14
OH RA APPROVED 2018-08-13
  • MI RA
    APPROVED
    Since 2018-10-18
  • IN RA
    APPROVED
    Since 2018-08-14
  • OH RA
    APPROVED
    Since 2018-08-13

Branch Locations

Troy, OH • 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
State Farm Insurance Sidney OH 11/2015 10/2025
State Farm Vp Management Corp Sidney OH 11/2015 10/2025
State Farm Investment Management Corp. Sidney OH 08/2018 10/2025
State Farm Investment Management Corp. Troy OH 10/2025 Present
State Farm Vp Management Corp Troy OH 10/2025 Present
State Farm Insurance Troy OH 10/2025 Present
Other Businesses

1) The Cleft; non-investment-related; 1265 W. Second St, xenia, oh 45385; THECLEFT is a youth outreach for middle and high school students, currently in Xenia with plans to go into Springboro, OH and also Vandalia, OH; board member; 9/1/15; Attend future meetings virtually surrounding global perspective of furthering of the Cleft; 3 hrs./mo.; 1 hr./mo. 2) The Cleft; Non-Investment Related; 1265 W. Second St. Xenia, OH 45385; Education; Oficer; Secretary; 03/09/2026; 2; 0; Non-profit organization focused upon social-emotional development and life skills development.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-12-30
  • S63 Uniform Securities Agent State Law Examination
    2014-12-30
Designations
  • Chartered Financial Consultant
Other Names
  • Shannon Colleen Bell
  • Shannon Colleen Collins

View on SEC IAPD

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