PD
Phyllis R. Debuhr-mazour
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CRD#: 3008744
PD
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Phyllis Renee Debuhr-mazour, who also goes by Phyllis Renee Debuhrmazour, Phyllis R Mazour, Phyllis Renee Mazour, was a registered financial professional .
Phyllis is a previously registered financial professional and started their career in finance in 1998. Phyllis had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Phyllis Renee Debuhrmazour | Phyllis R Mazour | Phyllis Renee Mazour
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Marshalltown Industrial Park, Inc.; Non-Investment Related; 709 S Center St., Marshalltown, IA 50158; Investment or Commercial Property; Director (includes sitting on the Board of Directors), Board Member; 5/15/2017; The object of the Corporation is to acquire, by purchase or lease, or otherwise, lands and interest in lands in Marshall County, Iowa, and to own, hold, possess, improve, develop, subdivide, plat, manage, lease, and sell any real estate so acquired, all for the purpose of promoting and developing suitable industrial plant sites in said Marshall County.; See mission statement regarding the duties of the Board; 1 HR/MO for Both. 2) MileAway, LLC; Non-Investment Related; 112 W Church St., Marshalltown, IA 50158; Investment or Commercial Property; LLC which owns the building which the agent's office is located and another commercial professional office is located.; Owner; 10/1/2017; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account.; 1 HR/MO & 0 HR/MO 3) Phyllis Debuhr-Mazour's Insurance Agency; Insurance Agency; Investment-related; 8 E Southridge Rd Marshalltown, IA 50158-4793; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1995; 80; 80; Service customers and supervise employees. 4. Marshalltown Arts & Civic Center; Non-Investment related; 709 S Center St Marshalltown, IA 50158; Manage the building and showcasing the Fisher Art Collection; Board member; 01/01/2024; 2; 2; Manage the facility. 5. Mike & Phyllis Mazour - Property#1 (personally held real estate); Investment related; 804 Joan Ter Marshalltown, IA 50158; Investment or Commercial Property; Owner; 07/13/2017; 1; 0; Own condo - Rental.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
March 24, 2021 - May 8, 2025
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Marshalltown, IA
Past
March 19, 1998 - May 8, 2025
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
Marshalltown, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
