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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
FL RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-26

Branch Locations

9458 Alternate A1A, Palm Bch Gdns, FL 33403-1439 • United States

224 S Old Dixie Hwy # 1, Jupiter, FL 33458-7487 • 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
Trey Yelton Insurance Agency Hobe Sound FL 02/2023 Present
Technical Link Lake Worth FL 12/2021 02/2023
Yokohama Dena Bay Stars Yokohama 01/2021 12/2021
Unemployed Palm Beach Gardens FL 06/2019 01/2021
Cincinnati Reds Cincinnati OH 01/2015 06/2019
Kelly Hagar Insurance Agency Palm Bch Gdns FL 08/2026 Present
Kelly Hagar Insurance Agency Jupiter FL 08/2026 Present
State Farm Vp Management Corp Palm Bch Gdns FL 08/2026 Present
State Farm Vp Management Corp Jupiter FL 08/2026 Present
State Farm Investment Management Corp Jupiter FL 08/2026 Present
State Farm Investment Management Corp Palm Bch Gdns FL 08/2026 Present
  • 02/2023 → Present
    Trey Yelton Insurance Agency
    Hobe Sound, FL
  • 12/2021 → 02/2023
    Technical Link
    Lake Worth, FL
  • 01/2021 → 12/2021
    Yokohama Dena Bay Stars
    Yokohama
  • 06/2019 → 01/2021
    Unemployed
    Palm Beach Gardens, FL
  • 01/2015 → 06/2019
    Cincinnati Reds
    Cincinnati , OH
  • 08/2026 → Present
    Kelly Hagar Insurance Agency
    Palm Bch Gdns, FL
  • 08/2026 → Present
    Kelly Hagar Insurance Agency
    Jupiter, FL
  • 08/2026 → Present
    State Farm Vp Management Corp
    Palm Bch Gdns, FL
  • 08/2026 → Present
    State Farm Vp Management Corp
    Jupiter, FL
  • 08/2026 → Present
    Jupiter, FL
  • 08/2026 → Present
    Palm Bch Gdns, FL
Other Businesses

1) Kelly Hagar Insurance Agency; Investment-related; 224 S Old Dixie Hwy # 1 Jupiter, FL 33458 and 9458 Alternate A1A Palm Bch Gdns, FL 33403; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 07/14/2026; 80; 80; Service customers 2) Trey Yelton Insurance Agency; NON-Investment-related; 10441 SE Federal Hwy Hobe Sound, FL 33455; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/21/2022; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17

View on SEC IAPD

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