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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 | 2026-03-20 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
1150 State St Ste 1000, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | North Richland Hills | TX | 07/2016 | 03/2020 |
| Wells Fargo Clearing Services, Llc | North Richland Hills | TX | 06/2017 | 03/2020 |
| Merrill Lynch | Flower Mound | TX | 03/2020 | 11/2021 |
| Bank Of America Na | Flower Mound | TX | 06/2020 | 11/2021 |
| Edward Jones | St Louis | MO | 11/2021 | 03/2022 |
| Edward Jones | Southlake | TX | 11/2021 | 03/2022 |
| Citigroup | Irving | TX | 05/2022 | 06/2023 |
| Citizens Securities Inc., | Irving | TX | 06/2023 | 08/2023 |
| Newgen Strategies And Solutions | Richardson | TX | 08/2023 | 03/2025 |
| State Farm Insurance | Richardson | TX | 03/2025 | 07/2026 |
| State Farm Vp Management Corp. | Richardson | TX | 08/2025 | Present |
| State Farm Investment Management Corp | Richardson | TX | 08/2025 | Present |
| State Farm Insurance | Richardson | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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