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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
OH RA APPROVED 2019-03-11
  • OH RA
    APPROVED
    Since 2019-03-11

Branch Locations

5035 Mayfield Rd Ste 240, Lyndhurst, OH 44124 • 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
Chad Fields Insurance Agency Lyndhurst OH 01/2016 Present
State Farm Vp Management Corp Lyndhurst OH 01/2016 Present
State Farm Investment Management Corp. Lyndhurst OH 03/2019 Present
  • 01/2016 → Present
    Chad Fields Insurance Agency
    Lyndhurst, OH
  • 01/2016 → Present
    State Farm Vp Management Corp
    Lyndhurst, OH
  • 03/2019 → Present
    Lyndhurst, OH
Other Businesses

1) Chad Fields's Insurance Agency; Insurance Agency; Investment-related; 5035 Mayfield Rd Ste 240 Lyndhurst, OH 44124-2606; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-28
  • S65 Uniform Investment Adviser Law Examination
    2019-03-28
Other Names
  • Chad O Fields
  • Chad O Fields

View on SEC IAPD

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