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Troy William Berner

State Farm Investment Management Corp.

Joshua Tree, CA

Bloomington, IL

CRD 3103222

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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
IL RA APPROVED 2024-09-24
  • IL RA
    APPROVED
    Since 2024-09-24

Branch Locations

Joshua Tree, CA • United States

One State Farm Plaza, Bloomington, IL 61710 • 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 Bloomington IL 04/2000 Present
State Farm Insurance Bloomington IL 04/2003 Present
State Farm Investment Management Corp Bloomington IL 09/2024 Present
  • 04/2000 → Present
    State Farm Vp Management Corp
    Bloomington, IL
  • 04/2003 → Present
    State Farm Insurance
    Bloomington, IL
  • 09/2024 → Present
    State Farm Investment Management Corp
    Bloomington, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-04-19
  • S63 Uniform Securities Agent State Law Examination
    2002-04-19
Designations
  • Chartered Financial Consultant
Other Names
  • Troy W Berror
  • Troy W Berner

View on SEC IAPD

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