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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-02 |
| WI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Aurora | OH | 02/2024 | 07/2024 |
| State Farm Vp Management Corp | Aurora | OH | 02/2024 | 07/2024 |
| Shared Medical Services | Cottage Grove | WI | 12/2010 | 02/2024 |
| State Farm Investment Management Corp | Aurora | OH | 02/2024 | 07/2024 |
| State Farm Insurance | Pewaukee | WI | 07/2024 | 09/2024 |
| State Farm Investment Management Corp | Pewaukee | WI | 07/2024 | 09/2024 |
| State Farm Vp Management Corp | Pewaukee | WI | 07/2024 | 09/2024 |
| Brian Bartz's Insurance Agency | Wales | WI | 09/2024 | Present |
| State Farm Investment Management Corp | Wales | WI | 09/2024 | Present |
| State Farm Vp Management Corp | Wales | WI | 09/2024 | Present |
1) Brian Bartz's Insurance Agency; Investment-related; 214 S Wales Rd Wales, WI 53183; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
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