PH
Paul J. Hanson
STATE FARM INVESTMENT MANAGEMENT
Sauk Rapids, MN 56379
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CRD#: 3009055
PH
Professional summary
Paul Joseph Hanson is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Sauk Rapids, Minnesota and STATE FARM VP MANAGEMENT CORP. located in Sauk Rapids, Minnesota.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Paul has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) SDH LAND AND CATTLE LLC; NON-INVESTMENT-RELATED; 1269 2ND ST N, SAUK RAPIDS MN 56379; INVESTMENT OR COMMERCIAL PROPERTY; OWNER; 09/01/2002; 2; 0; Office Building for lease to Paul J Hanson State Farm and Edward Jones (effective 5/1/2004. 2) TBD; non-investment-related; 8176 17th Street SE, St. Cloud, MN 56304; Service Industry; Owner; 1/1/2021; 2; 1; Running business as a sports agent and certified per Major League Baseball requirements. Will operate for one client--my son. So, there will not be excessive time involved. 3) Gopher State Retriever Club; non-investment-related; 1269 2nd Street N, Sauk Rapids, MN 56379; education; officer; 12/1/2021; 1; 0; taking notes at semiannual meetings. 4) Paul Hanson's Insurance Agency; Insurance Agency; Investment-related; 1269 2nd St N Ste 100 Sauk Rapids, MN 56379-3501; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2001; 80; 80; Service customers and supervise employees 5) Retriever News; Non-investment-related; N8W22195 Johnson Dr Waukesha WI 53186; Education; Board Member; Vice President; 2; 2; Magazine has results of AKC retriever events and provides educational articles for the retriever community
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Hanson's CRS (Customer Relationship Summary).
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
Current
August 3, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1269 2nd St N Ste 100, Sauk Rapids, MN 56379RIA
CRD#: 3487
Sauk Rapids, MN
Current
April 15, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1269 2nd St N Ste 100, Sauk Rapids, MN 56379-3501BD
CRD#: 43036
Sauk Rapids, MN
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Minnesota(3/2/2000)
IAR
Minnesota(8/3/2023)
RR
Nevada(3/22/2019)
IAR
Nevada(10/28/2024)
RR
South Dakota(6/6/2024)
IAR
South Dakota(6/6/2024)
RR
Wisconsin(7/12/2007)
IAR
Wisconsin(6/7/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Sauk Rapids, MN 56379TRUST BUT VERIFY
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