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Jon Richard Rohloff

State Farm Investment Management Corp.

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About Jon Richard Rohloff

Jon Richard Rohloff is an active investment advisor representative (IAR) and a registered representative (RR) in Minnesota, currently employed by State Farm Investment Management Corp. Jon Richard Rohloff has been in the industry since 2018 and has been employed by State Farm Investment Management Corp. since 2023. Jon Richard Rohloff has passed the Series 65, Series 63, Series 66, Series 6TO, SIE, and Series 7 exams. Jon Richard Rohloff is also a registered representative for State Farm VP Management Corp. in Minnesota. Jon Richard Rohloff has previously worked for RBC DAIN RAUSCHER INC., WELLS FARGO INVESTMENTS, LLC, and State Farm Insurance. Jon Richard Rohloff is also an agent for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Jon Rohloff is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jon Rohloff’s Registration & Firm History

MN

03/23/2023 - Present

State Farm Investment Management Corp. (Hibbing MN)

NV

05/16/2006 - 09/25/2006

RBC DAIN RAUSCHER INC. (RENO NV)

NV

03/08/2005 - 05/17/2006

WELLS FARGO INVESTMENTS, LLC (RENO NV)

NY

12/11/2001 - 01/26/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/21/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Richard Rohloff.
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