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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
Branch Locations
469 S Orlando Ave Ste 106, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Addition Financial Credit Union | Kissimmee | FL | 06/2012 | 12/2018 |
| Clear Direction Management | Kissimmee | FL | 01/2019 | 03/2020 |
| Brandon Keene Insurance Agency | Orlando | FL | 03/2020 | Present |
| State Farm Vp Management Corp | Orlando | FL | 07/2024 | 05/2025 |
| Matthew Balady Insurance Agency | Maitland | FL | 05/2025 | Present |
| State Farm Vp Management Corp | Maitland | FL | 05/2025 | Present |
| State Farm Investment Management Corp | Maitland | FL | 03/2026 | Present |
1) Matthew Balady's Insurance Agency; Investment-related; 469 S Orlando Ave Ste 106 Maitland, FL 32751-5654; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/28/2025; 80; 80; Service customers 2) Brandon Keene's Insurance Agency; NON-Investment-related; 9717 Eagle Creek Center Blvd Ste 115 Orlando, FL 32832; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/09/2020; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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