Mark Dennis Cortesi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Mark Cortesi Insurance Agency
  Springfield, IL
• 10/2015 → Present
  State Farm Vp Management Corp
  Springfield, IL
• 08/2018 → Present
  State Farm Investment Management Corp
  Springfield, IL

Previous Registrations

• 1999-06-23 → 2002-05-08
  Ameriprise Financial Services, Llc
  St Charles, IL

Other Businesses

1) THE MUSIC IS THE MEDICINE FOUNDATION; 24 SWAN LAKE RD, BLOOMINGTON, IL, 61704; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION; OFFICER; 04/30/2012; DEVOTES 30 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDES MUSIC INSTRUMENTS AND LESSSONS. CO-FOUNDER AND SECRETARY. RESPONSIBLE FOR EVENT PLANNING, PREPARING QUARTERLY FINANCIAL STATEMENTS, WRITING CHECKS, AND SOCIAL MEDIA, FUNDRAISING, TRAVEL. 2. Mark Cortesi's Insurance Agency; Insurance Agency; Investment-related; 924 Clock Tower Dr Springfield, IL 62704-1375; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2015; 80; 80; Service customers and supervise employees 3) Puntesi LLC; investment; 2301 Amber Ct. Springfield, Il 62704; Investment or Commercial Property; Owner; none; 9/1/2022; 5; 0; Duties: Privately held rental building

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-12
• S66 Uniform Combined State Law Examination
  1999-06-08