State Farm Vp Management Corp.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

8,162

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 operates as an insurance broker-dealer. The firm is not positioned as a capital allocator and is not registered as a multi-state adviser. Its filings indicate it does not identify as an active ESG investor. The entity has been SEC-registered since 1997 and is owned as a domestic entity/individual structure. Public disclosures do not provide additional detail about client segments, fee models, or broader advisory activities.

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 17

Trung Nguyen
CEOCRD 5749825
Gary Albert
Compliance CoordinatorCRD 4687224
Terrence Ludwig
Chief Compliance OfficerCRD 3231040

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Contacts

3 of 8145

Patrick Buchanan
AgentCRD 5640098
Lauren Gilbert
Insurance AgentCRD 5641012
Cody Ruple
Investment Advisor RepresentativeCRD 5649176

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 22

Active vs passive

$1.3B in ETFs

Passive

99%

$1.2B

Active

1%

$15M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$370M	538,489	29.55%

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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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