Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-15
  • CA RA
    APPROVED
    Since 2023-05-15

Branch Locations

31739 Riverside Drive Suite G, Lake Elsinore, CA 92530 • 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
Todd Schaffner Insurance Agency Lake Elsinore CA 09/2006 Present
State Farm Vp Management Corp Lake Elsinore CA 09/2006 Present
State Farm Investment Management Corp Lake Elsinore CA 05/2023 Present
  • 09/2006 → Present
    Todd Schaffner Insurance Agency
    Lake Elsinore, CA
  • 09/2006 → Present
    State Farm Vp Management Corp
    Lake Elsinore, CA
  • 05/2023 → Present
    Lake Elsinore, CA
Other Businesses

1) Todd Schaffner's Insurance Agency; Insurance Agency; Investment-related; 31739 Riverside Dr Ste G Lake Elsinore, CA 92530-7818; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2006; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-29
S63 Uniform Securities Agent State Law Examination 2005-12-29
  • S65 Uniform Investment Adviser Law Examination
    2023-04-29
  • S63 Uniform Securities Agent State Law Examination
    2005-12-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lake Elsinore, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor