Sarah Lyle

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 03/2018
  Terrill Talamo Insurance Agency
  Slidell, LA
• 03/2018 → 09/2018
  State Farm Insurance
  Richardson, TX
• 09/2018 → Present
  Sarah Lyle Insurance Agency
  New Orleans, LA
• 03/2016 → 08/2017
  State Farm Vp Management Corp
  Bloomington, IL
• 03/2021 → 07/2025
  State Farm Vp Management Corp
  New Orleans, LA
• 08/2026 → Present
  State Farm Vp Management Corp
  New Orleans, LA
• 08/2026 → Present
  State Farm Investment Management Corp
  New Orleans, LA

Other Businesses

1) Sarah Lyle Insurance Agency; Investment-related; 3222 Behrman Pl New Orleans, LA 70114-8213; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2018; 80; 80; Service customers and supervise employees 2) JS&M Real Property; Investment related; 155 Robert St #213 Slidell, LA 70458; Investment or Commercial Property; Owner; 03/01/2024; 1; 0; lending/borrowing activities, pick up rent as needed, property maintenance 3) Lyle Homes LLC; investment-related; 201 Rue Beauregard STE 202 Lafayette LA 70508; investment or commercial property; Owner; 09/23/2024; 2; 0; Provide rental housing as a landlord, leasing homes, cutting grass, painting, maintaining flower beds, Pay bills/Co-Signor on checking account. 4) JS&MS Real Property LLC; investment related; 3222 Behrman Pl New Orleans LA 70114; investment or commercial property; officer; 04/04/2025; 2; 0; pay bills/co-signor on checking account, property maintenance

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-27
• S63 Uniform Securities Agent State Law Examination
  2023-07-03

Other Names

• Sarah Petitfils Mcconnell
• Sarah Michelle Petitfils
• Sarah Petitfils Lyle