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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2023-08-22 |
Branch Locations
10600 Timberwood Circle Suite 9, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lg&E And Ku Services Company, Llc | Louisville | KY | 11/2008 | 12/2017 |
| Charah Solutions, Inc. | Louisville | KY | 01/2018 | 03/2023 |
| Zachary Hernan Insurance Agency | Louisville | KY | 04/2023 | 08/2023 |
| State Farm Vp Management Corp. | Louisville | KY | 06/2023 | 08/2023 |
| State Farm Investment Management Corp | Fisherville | KY | 08/2023 | 12/2023 |
| State Farm Insurance | Fisherville | KY | 08/2023 | 12/2023 |
| State Farm Vp Management Corp | Fisherville | KY | 08/2023 | 12/2023 |
| State Farm Investment Management Corp | Louisville | KY | 01/2024 | Present |
| Joe Watson's Insurance Agency | Louisville | KY | 01/2024 | Present |
| State Farm Vp Management Corp | Louisville | KY | 01/2024 | Present |
1) Joe Watson's Insurance Agency; Investment-related; 10600 Timberwood Circle Suite 9 Louisville, KY 40223; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; DATE; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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