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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
IL RA APPROVED 2023-07-13
KS RA APPROVED 2023-07-13
MO RA APPROVED 2023-07-13
  • IL RA
    APPROVED
    Since 2023-07-13
  • KS RA
    APPROVED
    Since 2023-07-13
  • MO RA
    APPROVED
    Since 2023-07-13

Branch Locations

6008 N Highway 9 Suite 9, Parkville, MO 64152 • United States

9460 Renner Blvd, Lenexa, KS 66219 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeffrey Zugmant Insurance Agency Parkville MO 01/2007 Present
State Farm Vp Management Corp. Parkville MO 01/2007 Present
State Farm Vp Management Corp. Lenexa KS 12/2014 Present
Jeffrey Zugmant Insurance Agency Lenexa KS 12/2014 Present
State Farm Investment Management Corp Lenexa KS 07/2023 Present
State Farm Investment Management Corp Parkville MO 07/2023 Present
  • 01/2007 → Present
    Jeffrey Zugmant Insurance Agency
    Parkville, MO
  • 01/2007 → Present
    State Farm Vp Management Corp.
    Parkville, MO
  • 12/2014 → Present
    State Farm Vp Management Corp.
    Lenexa, KS
  • 12/2014 → Present
    Jeffrey Zugmant Insurance Agency
    Lenexa, KS
  • 07/2023 → Present
    Lenexa, KS
  • 07/2023 → Present
    Parkville, MO
Other Businesses

1) SWV Francisco Gates; investment-related; 106 Rupen Dr. Lakeway TX 78734; Investing in an apartment complex as a real estate investment. Completely passive investment.; 04/08/2021; 0;0. 2) Zigmant Properties. LLC; investment-related; 7330 Cedar Niles Rd, Shawnee, KS, 66227; Investment or Commercial Property; Owner; President; 9/22/21; 1; 0; Collect rent, pay mortgage, maintenance. 3) Jeffrey Zigmant's Insurance Agency; Insurance Agency; Investment-related; 6008 N Highway 9 Ste B Parkville, MO 64152-3673; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2007; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2004-11-11
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2004-11-11
Other Names
  • Jeff Zigmant

View on SEC IAPD

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