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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
1319 W Baseline Rd Ste 201B, Lafayette, CO 80026 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education - Colorado State University | Fort Collins | CO | 06/2013 | 06/2017 |
| Jim Plane State Farm | Lafayette | CO | 08/2017 | 06/2018 |
| Travelers Haven | Glendale | CO | 09/2018 | 06/2019 |
| Travelers Haven | Glendale | CO | 06/2019 | 03/2020 |
| Hotel Engine | Glendale | CO | 03/2020 | 02/2021 |
| Hotel Engine | Glendale | CO | 02/2021 | 11/2022 |
| Jim Plane Insurance Agency | Lafayette | CO | 01/2023 | Present |
| State Farm Vp Management Corp. | Lafayette | CO | 06/2024 | Present |
| State Farm Investment Management Corp | Lafayette | CO | 05/2025 | Present |
1) Jim Plane's Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/12/2022; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
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