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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
NE RA APPROVED 2024-02-15
IL RA APPROVED 2024-02-12
IA RA APPROVED 2024-02-12
MO RA APPROVED 2024-02-12
OH RA APPROVED 2024-02-12
  • NE RA
    APPROVED
    Since 2024-02-15
  • IL RA
    APPROVED
    Since 2024-02-12
  • IA RA
    APPROVED
    Since 2024-02-12
  • MO RA
    APPROVED
    Since 2024-02-12
  • OH RA
    APPROVED
    Since 2024-02-12

Branch Locations

200 S Iowa Ave, Washington, IA 52353-1736 • United States

663 E Mount Pleasant St, W Burlington, IA 52655 • 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
John Korschgen Insurance Agency West Burlington IA 01/2009 Present
State Farm Vp Management Corp. West Burlington IA 01/2009 Present
John Korschgen Insurance Agency Fort Madison IA 11/2020 05/2021
State Farm Vp Management Corp. Fort Madison IA 11/2020 05/2021
John Korschgen Insurance Agency Burlington IA 11/2020 12/2020
State Farm Vp Management Corp. Burlington IA 11/2020 12/2020
John Korschgen Insurance Agency Washington IA 05/2021 Present
State Farm Vp Management Corp. Washington IA 05/2021 Present
State Farm Investment Management Corp Washington IA 02/2024 Present
State Farm Investment Management Corp West Burlington IA 02/2024 Present
  • 01/2009 → Present
    John Korschgen Insurance Agency
    West Burlington, IA
  • 01/2009 → Present
    State Farm Vp Management Corp.
    West Burlington, IA
  • 11/2020 → 05/2021
    John Korschgen Insurance Agency
    Fort Madison, IA
  • 11/2020 → 05/2021
    State Farm Vp Management Corp.
    Fort Madison, IA
  • 11/2020 → 12/2020
    John Korschgen Insurance Agency
    Burlington, IA
  • 11/2020 → 12/2020
    State Farm Vp Management Corp.
    Burlington, IA
  • 05/2021 → Present
    John Korschgen Insurance Agency
    Washington, IA
  • 05/2021 → Present
    State Farm Vp Management Corp.
    Washington, IA
  • 02/2024 → Present
    Washington, IA
  • 02/2024 → Present
    West Burlington, IA
Other Businesses

1) Notre Dame Athletic Booster Club; non-investment-related; 700 S Roosevelt Ave, Burlington, IA 52601; Association/Committee/Council; Board member;7/1/2021; 2;0; School Controls Checkbook, Deposits, and Check Writing. I will merely be board member that relays financials to the board. 2) John Korschgen's Insurance Agency; Investment-related; 663 E Mount Pleasant St W Burlington, IA 52655-1402 and 200 S Iowa Ave, Washington, IA 52353-1736; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1999; 80; 80; Service customers and supervise employees. 3) Blackhawk Farms, LLC; investment-related; 827 Monticello Dr., Burlington, IA 52601, Investment or Commercial Property; Partner; Partner; 10/28/2019; 1; 0; control of checkbook, review bank statements, make deposits in checking account, pay bills/co-signor on checking account. 4) Skunk River Bucks, LLC; Non-investment-related; 1006 Monticello Dr., Burlington, IA 52601; Investment or Commercial Property; Owner; Owner; 1/25/2014; 0; 0; no duties. 5) John Korschgen Property #1 Farm ground (Personally Held Real Estate); Investment-Related; 827 Monticello Dr Burlington, IA 52601; Investment or Commercial Property; Owner; 11/01/2004; 2; 0; Farm Ground. 6) John Korschgen Property # 2 (Personally Held Real Estate); investment-related; 200 S Iowa Ave. Washington, IA. 52353; Investment or Commercial Property; Owner; None; 08/15/2025;3;0; Future MOA State Farm Office Location and upstairs rental apartment 7) Big River Land Management; Non-investment-related; 1539 Winchester Dr. Burlington, IA. 52601; Education; Board Member/Officer/Director (includes sitting on Board of Directors); Vice President; 12/01/2025; 1;0; Non-profit organization promoting conservation education.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-21
  • S63 Uniform Securities Agent State Law Examination
    1999-01-21
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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