Dean Michael Rubsamen

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

Authority	Category	Status	Date
MO	RA	APPROVED	2024-09-16
TX	RA	APPROVED	2024-09-16
AZ	RA	APPROVED	2021-02-08
NV	RA	APPROVED	2021-02-03
UT	RA	APPROVED	2021-01-25
CO	RA	APPROVED	2021-01-22
ID	RA	APPROVED	2021-01-22

MO RA
APPROVED

Since 2024-09-16
TX RA
APPROVED

Since 2024-09-16
AZ RA
APPROVED

Since 2021-02-08
NV RA
APPROVED

Since 2021-02-03
UT RA
APPROVED

Since 2021-01-25
CO RA
APPROVED

Since 2021-01-22
ID RA
APPROVED

Since 2021-01-22

Branch Locations

5642 W. 7800 South Ste. 102, South Jordan, UT 84095 • 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

Organization	City	State	From	To
State Farm Insurance	Richardson	TX	07/2013	03/2019
State Farm Insurance	Richardson	TX	03/2019	06/2019
Dean Rubsamen Insurance Agency	South Jordan	UT	07/2019	Present
State Farm Vp Management Corp.	South Jordan	UT	10/2019	Present
State Farm Investment Management Corp	South Jordan	UT	01/2021	Present

07/2013 → 03/2019

State Farm Insurance

Richardson, TX
03/2019 → 06/2019

State Farm Insurance

Richardson, TX
07/2019 → Present

Dean Rubsamen Insurance Agency

South Jordan, UT
10/2019 → Present

State Farm Vp Management Corp.

South Jordan, UT
01/2021 → Present

State Farm Investment Management Corp

South Jordan, UT

Other Businesses

1) Real Estate Agent; non-investment-related; 820 E Pontiac Dr, Salt Lake City, UT 84107; Ability to participate in the purchase/sale/development of residential or commercial property; Independent Contractor; 3/1/2021; 1; 0; Initially just interested in participating in the commission for the purchase of my primary residence and buying rental dwelling properties. 2) Dean Rubsamen's Insurance Agency; Insurance Agency; Investment-related; 5642 W 7800 S Ste 102 West Jordan, UT 84081-5413; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2019; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-08-05

S63 Uniform Securities Agent State Law Examination

1986-08-05

Designations

Chartered Financial Consultant

View on SEC IAPD