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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-13 |
| KS | RA | APPROVED | 2023-07-13 |
| MO | RA | APPROVED | 2023-07-13 |
Branch Locations
6008 N Highway 9 Suite 9, Parkville, MO 64152 • United States
9460 Renner Blvd, Lenexa, KS 66219 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-11 |
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