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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
AR RA APPROVED 2025-01-09
MS RA APPROVED 2025-01-09
TN RA APPROVED 2024-05-22
  • AR RA
    APPROVED
    Since 2025-01-09
  • MS RA
    APPROVED
    Since 2025-01-09
  • TN RA
    APPROVED
    Since 2024-05-22

Branch Locations

Memphis, TN • United States

890 Willow Tree Cir Ste 8, Cordova, TN 38018 • 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
Matt Haaga Insurance Agency Memphis TN 08/2022 08/2024
State Farm Vp Management Corp Memphis TN 05/2024 08/2024
Lje Distribution Memphis TN 01/2020 03/2024
Tobacco Super Store Memphis TN 01/2019 01/2020
University Of Memphis Memphis TN 08/2017 12/2020
Christian Brothers High School Memphis TN 07/2013 06/2017
State Farm Investment Management Corp Memphis TN 05/2024 08/2024
State Farm Investment Management Corp Collierville TN 08/2024 12/2024
State Farm Vp Management Corp Collierville TN 08/2024 12/2024
State Farm Insurance Collierville TN 08/2024 12/2024
Cole Cannon Insurance Agency Cordova TN 01/2025 Present
State Farm Investment Management Corp Cordova TN 01/2025 Present
State Farm Vp Management Corp Cordova TN 01/2025 Present
  • 08/2022 → 08/2024
    Matt Haaga Insurance Agency
    Memphis, TN
  • 05/2024 → 08/2024
    State Farm Vp Management Corp
    Memphis, TN
  • 01/2020 → 03/2024
    Lje Distribution
    Memphis, TN
  • 01/2019 → 01/2020
    Tobacco Super Store
    Memphis, TN
  • 08/2017 → 12/2020
    University Of Memphis
    Memphis, TN
  • 07/2013 → 06/2017
    Christian Brothers High School
    Memphis, TN
  • 05/2024 → 08/2024
    Memphis, TN
  • 08/2024 → 12/2024
    Collierville, TN
  • 08/2024 → 12/2024
    State Farm Vp Management Corp
    Collierville, TN
  • 08/2024 → 12/2024
    State Farm Insurance
    Collierville, TN
  • 01/2025 → Present
    Cole Cannon Insurance Agency
    Cordova, TN
  • 01/2025 → Present
    Cordova, TN
  • 01/2025 → Present
    State Farm Vp Management Corp
    Cordova, TN
Other Businesses

1) Cole CannonInsurance Agency; Investment-related; 890 Willow Tree Cir Ste 8 Cordova, TN 38018-8848; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
S63 Uniform Securities Agent State Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29
  • S63 Uniform Securities Agent State Law Examination
    2024-03-11

View on SEC IAPD

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