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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-06 |
| NV | RA | APPROVED | 2026-04-30 |
| CA | RA | APPROVED | 2025-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Technology Services Industry Association (Tsia) | San Diego | CA | 05/2016 | 06/2018 |
| Realtor | San Diego | CA | 06/2018 | 08/2023 |
| Joe Freund Insurance Agency | San Francisco | CA | 09/2023 | 04/2026 |
| Sara Freund Insurance Agency | San Diego | CA | 09/2023 | 04/2026 |
| State Farm Vp Management Corp | San Francisco | CA | 09/2023 | 04/2026 |
| State Farm Investment Management Corp | Encinitas | CA | 03/2025 | Present |
| Lisa Trapp Insurance Agency | Encinitas | CA | 03/2025 | 04/2026 |
| State Farm Vp Management Corp | Encinitas | CA | 03/2025 | Present |
| State Farm Investment Management Corp | San Francisco | CA | 03/2025 | 04/2026 |
| State Farm Insurance | Encinitas | CA | 04/2026 | Present |
1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 04/18/2026; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-10 |
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