Best Investors Account Sign in

Aaron Michael Perry

State Farm Investment Management Corp.

Madison, WI

CRD 3196011

Claim This Profile
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
IL RA APPROVED 2020-04-29
IA RA APPROVED 2020-04-29
MI RA APPROVED 2020-04-29
MN RA APPROVED 2020-04-29
WI RA APPROVED 2018-08-14
  • IL RA
    APPROVED
    Since 2020-04-29
  • IA RA
    APPROVED
    Since 2020-04-29
  • MI RA
    APPROVED
    Since 2020-04-29
  • MN RA
    APPROVED
    Since 2020-04-29
  • WI RA
    APPROVED
    Since 2018-08-14

Branch Locations

2605 Monroe St, Madison, WI 53711-1801 • 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
Aaron Perry Insurance Agency Madison WI 01/2009 Present
State Farm Vp Management Corp Madison WI 01/2009 Present
State Farm Investment Management Corp. Madison WI 08/2018 Present
  • 01/2009 → Present
    Aaron Perry Insurance Agency
    Madison, WI
  • 01/2009 → Present
    State Farm Vp Management Corp
    Madison, WI
  • 08/2018 → Present
    Madison, WI
Other Businesses

1) Aaron Perry's Insurance Agency; Insurance Agency; Investment-related; 2605 Monroe St Madison, WI 53711-1801; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees. 2) Sun Prairie West Baseball Coach; non-investment-related; 2580 Ironwood Dr, Sun Prairie, WI 53590; Other (Baseball Coaching); Other; None; 03/24/2025; 40;0; I just coach High school baseball players

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-20
  • S63 Uniform Securities Agent State Law Examination
    1999-04-20
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Madison, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor