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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
FL RA APPROVED 2025-11-06
  • FL RA
    APPROVED
    Since 2025-11-06

Branch Locations

2754 Windguard Circle Ste Ste. 101, Wesley Chapel, FL 33544 • United States

3227 Se Maricamp Rd Ste 102, Ocala, FL 34471 • 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
State Farm Vp Management Corp. Ocala FL 01/2002 Present
Bart Blessing Insurance Agency Ocala FL 01/2003 Present
Bart Blessing Insurance Agency Wesley Chapel FL 04/2020 Present
State Farm Vp Management Corp Wesley Chapel FL 04/2020 Present
State Farm Investment Management Corp Wesley Chapel FL 09/2025 Present
State Farm Investment Management Corp Ocala FL 09/2025 Present
  • 01/2002 → Present
    State Farm Vp Management Corp.
    Ocala, FL
  • 01/2003 → Present
    Bart Blessing Insurance Agency
    Ocala, FL
  • 04/2020 → Present
    Bart Blessing Insurance Agency
    Wesley Chapel, FL
  • 04/2020 → Present
    State Farm Vp Management Corp
    Wesley Chapel, FL
  • 09/2025 → Present
    Wesley Chapel, FL
  • 09/2025 → Present
    Ocala, FL
Other Businesses

1) MARION COUNTY JUNIORS 1433 SW 15TH AVENUE OCALA, FL 34471; NON-INVESTMENT-RELATED; BOARD MEMBER President ; 09/01/2022; NOT FOR PROFIT TRAVEL VOLLEYBALL CLUB FOR GIRLS AND BOYS UNDER 18 YEARS OLD; VICE PRESIDENT-VOTE TO APPROVES THE TOURNAMENT SCHEDULE, BUDGET, SUMMER PROGRAMS, MAJOR PURCHASES (IE VOLLEYBALLS, UNIFORMS, ECT) AS PRESENTED BY THE EXEC DIRECTOR; 5 HRS/MTH-NONE DURING TRADING HOURS. 2) B&B, LLC; non-investment-related; 3227 SE Maricamp Rd, Ocala, FL 34471; Commercial Building where Bart Blessing State Farm office is housed.; owner; 1/1/2004; 4; 0; Maintenance of the Building, Hire Lawn Care. 3) Bart Blessing's Insurance Agency; Insurance Agency; Investment-related; 3227 SE Maricamp Rd Ste 102 Ocala, FL 34471-0832; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2002; 80; 80; Service customers and supervise employees 4) Hammock Park Apartments; LLC; investment-related; 2028 SE 7th ST, Ocala, FL 34471; investment or commercial property; owner; 6/17/2022; 10; 0; none. 5) Agency Accelerator; non-investment-related; 2031 SE 8th St Ocala Fl 34471; Service Industry; Partner; None; 08/25/2025; 20;10; small business coaching program designed to help insurance agency owners, and their leadership teams grow stronger organizationally. 6) Florida State Farm Agency Association, Inc.; Non-Investment Related; 2346 Flamingo Rd Palm Beach Gardens, FL 33410; Association/Committee/Council; Board Member; None; 06/10/2026; None

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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