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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
MO RA APPROVED 2022-06-01
IL RA APPROVED 2018-11-30
  • MO RA
    APPROVED
    Since 2022-06-01
  • IL RA
    APPROVED
    Since 2018-11-30

Branch Locations

1810 Broadway St, Mount Vernon, IL 62864-2905 • 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 Owens Insurance Agency Mt. Vernon IL 12/1999 Present
State Farm Vp Management Corp. Mt Vernon IL 12/1999 Present
State Farm Investment Management Corp. Mount Vernon IL 08/2018 Present
  • 12/1999 → Present
    Scott Owens Insurance Agency
    Mt. Vernon, IL
  • 12/1999 → Present
    State Farm Vp Management Corp.
    Mt Vernon, IL
  • 08/2018 → Present
    Mount Vernon, IL
Other Businesses

1) Scott Owens's Insurance Agency; Insurance Agency; Investment-related; 1810 Broadway St Mount Vernon, IL 62864-2905; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1999; 80; 80; Service customers and supervise employees 2) Scott Owens - Property #1 (Personally Held Real Estate); investment-related; 56 Pine Lily Santa Rosa Beach FL 32459; Single-family home, weekly rentals from Mar-Oct. Personal use as well; owner; 10/01/2021; 3;0; Real estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-30
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S65 Uniform Investment Adviser Law Examination
    2018-11-30
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09

View on SEC IAPD

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