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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 2026-06-08
CA RA APPROVED 2026-03-20
MN RA APPROVED 2023-09-13
WI RA APPROVED 2023-09-13
  • IL RA
    APPROVED
    Since 2026-06-08
  • CA RA
    APPROVED
    Since 2026-03-20
  • MN RA
    APPROVED
    Since 2023-09-13
  • WI RA
    APPROVED
    Since 2023-09-13

Branch Locations

434 Hale Ave N Ste 160, Oakdale, MN 55128-7568 • United States

2217 Vine St Ste 200, Hudson, WI 54016-5864 • United States

Hudson, WI • 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
Frank Steward Insurance Agency Hudson WI 05/2023 10/2025
State Farm Vp Management Corp. Hudson WI 07/2023 Present
Milwaukee Burger Company La Crosse WI 11/2021 05/2024
Madison Avenue Wine & Spirits Hudson WI 07/2021 10/2021
Stoneridge Golf Club Stillwater MN 05/2021 08/2022
Troy Burne Golf Club Hudson WI 06/2018 08/2020
Talking Stick Golf Club Scottsdale AZ 09/2020 12/2020
University Of Wisconsin, La Crosse La Crosse WI 01/2021 05/2021
Hudson High School Hudson WI 08/2016 06/2020
State Farm Investment Management Corp Hudson WI 09/2023 Present
Matt Jonza Insurance Agency Hudson WI 11/2025 Present
Matt Jonza Insurance Agency Oakdale MN 11/2025 Present
State Farm Investment Management Corp Oakdale MN 11/2025 Present
State Farm Vp Management Corp. Oakdale MN 11/2025 Present
State Farm Investment Management Corp San Diego CA 02/2026 Present
State Farm Vp Management Corp. San Diego CA 02/2026 Present
Kevin Beach Insurance Agency San Diego CA 02/2026 Present
  • 05/2023 → 10/2025
    Frank Steward Insurance Agency
    Hudson, WI
  • 07/2023 → Present
    State Farm Vp Management Corp.
    Hudson, WI
  • 11/2021 → 05/2024
    Milwaukee Burger Company
    La Crosse, WI
  • 07/2021 → 10/2021
    Madison Avenue Wine & Spirits
    Hudson, WI
  • 05/2021 → 08/2022
    Stoneridge Golf Club
    Stillwater, MN
  • 06/2018 → 08/2020
    Troy Burne Golf Club
    Hudson, WI
  • 09/2020 → 12/2020
    Talking Stick Golf Club
    Scottsdale, AZ
  • 01/2021 → 05/2021
    University Of Wisconsin, La Crosse
    La Crosse, WI
  • 08/2016 → 06/2020
    Hudson High School
    Hudson, WI
  • 09/2023 → Present
    Hudson, WI
  • 11/2025 → Present
    Matt Jonza Insurance Agency
    Hudson, WI
  • 11/2025 → Present
    Matt Jonza Insurance Agency
    Oakdale, MN
  • 11/2025 → Present
    Oakdale, MN
  • 11/2025 → Present
    State Farm Vp Management Corp.
    Oakdale, MN
  • 02/2026 → Present
    San Diego, CA
  • 02/2026 → Present
    State Farm Vp Management Corp.
    San Diego, CA
  • 02/2026 → Present
    Kevin Beach Insurance Agency
    San Diego, CA
Other Businesses

1) Matt Jonza's Insurance Agency; Investment-related; 434 Hale Ave N Ste 160 Oakdale, MN 55128-7568 and 2217 Vine St Ste 200 Hudson, WI 54016-5864; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/17/2023; 80; 80; Service customers. 2) Kevin Beach's Insurance Agency; Investment-related; 2650 Camino Del Rio N Ste 211 San Diego, CA 92108-1632; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/17/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-02
S63 Uniform Securities Agent State Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-09-02
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07

View on SEC IAPD

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