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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| NM | RA | APPROVED | 2024-07-01 |
Branch Locations
1111 Alameda Blvd Nw Suite A, Albuquerque, NM 87114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Albuquerque | NM | 04/2024 | 11/2024 |
| Theresa Saiz-Wilmert State Farm Agency | Albuquerque | NM | 12/2016 | 04/2024 |
| David Jordan State Farm Agency | Albuquerque | NM | 12/2015 | 12/2016 |
| State Farm Vp Management Corp | Albuquerque | NM | 04/2024 | Present |
| State Farm Investment Management Corp | Albuquerque | NM | 04/2024 | Present |
| Kathlein Guinn's Insurance Agency | Albuquerque | NM | 11/2024 | Present |
1) Kathlein Guinn's Insurance Agency; Investment-related; 1111 Alameda Blvd NW Ste A Albuquerque, NM 87114; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-18 |
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