State Farm Vp Management Corp.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
8,028
Avg account
$0

Firm details

Headquarters
Bloomington, Illinois
CRD number
43036
Registered since
November 19, 1997

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 and is listed as a domestic entity/individual owner type. Available disclosures indicate it does not act as a capital allocator and is not identified as an active ESG investor or a multi-state investment adviser. Public filings and the firm's structure suggest its regulatory and business footprint is anchored in broker-dealer activity rather than operating as a traditional fee-based RIA with a retail advisory client roster.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 17
  • Cayla Bartoszek

    Cayla Bartoszek

    CEOCRD 6611784

  • Ronald Reuter

    Ronald Reuter

    Compliance CoordinatorCRD 4396720

  • Luke Romander

    Luke Romander

    Marketing CoordinatorCRD 8157475

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Contacts

3 of 8011
  • Michele Warren

    Michele Warren

    Agent/OwnerCRD 6864276

  • Matthew Marston

    Matthew Marston

    Account ManagerCRD 7836102

  • Brian Keck

    Investment Advisor RepresentativeCRD 7694983

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 20

Active vs passive

$890M in ETFs

Passive

98%

$875M

Active

2%

$15.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$237M396,71326.63%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth