STATE FARM VP MANAGEMENT CORP.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

1,492

Avg account

$0

Firm details

Headquarters: BLOOMINGTON, Illinois
CRD number: 43036
Registered since: November 19, 1997
Website: www.statefarm.com

Firm profile

FINTRX

Overview

State Farm Vp Management Corp. is organized as a corporation and is classified as an insurance broker‑dealer. The firm has been SEC‑registered since 1997. Source data lists the owner type as a domestic entity/individual and indicates the firm is not a capital allocator, not a multi‑state adviser, and not an active ESG investor. Several advisory/activity fields are empty in the record, consistent with an entity that operates inside an insurance product structure rather than as a typical independent investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 7

Cayla Bartoszek
CEOCRD 6611784
RONALD REUTER
Compliance CoordinatorCRD 4396720
TERRENCE LUDWIG
Chief Compliance OfficerCRD 3231040

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Contacts

3 of 1485

Michele Warren
Agent/OwnerCRD 6864276
Matthew Marston
Account ManagerCRD 7836102
Brian Keck
Investment Advisor RepresentativeCRD 7694983

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$890M in ETFs

Passive

98%

$875M

Active

2%

$15.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$237M	396,713	26.63%

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Primary office

BLOOMINGTON, IL

MCLEAN

Location

BLOOMINGTON, IL

Headquartered in BLOOMINGTON, IL, in the Midwest of the United States.

Region: Midwest
County: MCLEAN
Address: 1 State Farm Plz
Time zone: CT (UTC-6)
Office locations

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