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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
ID RA APPROVED 2025-04-11
WA RA APPROVED 2024-08-29
  • ID RA
    APPROVED
    Since 2025-04-11
  • WA RA
    APPROVED
    Since 2024-08-29

Branch Locations

415 E 1St Street, Cle Elum, WA 98922 • United States

Cle Elum, WA • 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
Scott Rollins Insurance Agency Cle Elum WA 11/2010 08/2024
State Farm Vp Management Corp. Cle Elum WA 03/2023 Present
State Farm Investment Management Corp. Cle Elum WA 08/2024 Present
State Farm Insurance Cle Elum WA 08/2024 12/2024
Laurie Houle Insurance Agency Cle Elum WA 01/2025 Present
  • 11/2010 → 08/2024
    Scott Rollins Insurance Agency
    Cle Elum, WA
  • 03/2023 → Present
    State Farm Vp Management Corp.
    Cle Elum, WA
  • 08/2024 → Present
    Cle Elum, WA
  • 08/2024 → 12/2024
    State Farm Insurance
    Cle Elum, WA
  • 01/2025 → Present
    Laurie Houle Insurance Agency
    Cle Elum, WA
Other Businesses

1) Laurie Houle's Insurance Agency; Investment-related; Cle Elum, WA 98922; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-05-22
Designations
  • Chartered Financial Consultant
Other Names
  • Laurie Ann Jeffries
  • Laurie Ann Colvin

View on SEC IAPD

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