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AC

Angel R. Chaparro

STATE FARM INVESTMENT MANAGEMENT
Ogden, UT 84403-1749
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CRD#: 4333425
AC

Professional summary


Angel Ramon Chaparro is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Ogden, Utah and STATE FARM VP MANAGEMENT CORP. located in Boise, Idaho.

Angel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Angel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

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) BNI; non-investment related; Station Park Business Center; Farmington, UT 84025; Business Networking group; Officer; 10/1/2020; 5; 1; Run weekly meetings. 2) Salvation Army Board of Directors; non-investment related; 2615 Grant Ave, Ogden, UT 84401; Association/committee/council; Director; 11/16/2020; 1; 0; none. 3) JACR LLC; non-investment related; 2878 Ridge View Ct Xenia, OH 45385; Other; Partner; None; 02/03/2025; 2;0; Lending/Borrowing Activities 4) Angel Chaparro's Insurance Agency; Insurance Agency; Investment-related; 3848 Washington Blvd Ogden, UT 84403-1749; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2015; 80; 80; Service customers and supervise employees. 5) Star Valley Wyoming Vacation and Airbnb Property; investment related; 147 Tumbleweed Ln, Star Valley Ranch, Wyoming 83127; Investment or Commercial Property; Owner; none; 01/10/2025; 2;1; Pay bills/Co-Signor on checking account, maintain the property as needed, pay bills with my wife as needed for this property. 6) Angel Chaparro - Property #1 (personally Held Real Estate); investment related; 3506 Madison Ave, Ogden, UT 84403; Investment or Commercial Property; Partner; none; 01/10/2025; 1;0; partner of the real estate will be managing the rental property along with my wife, I am just the other borrower on the loan with them. 7) Angel Chaparro - Property #2 (Personally Held Real Estate); investment-related; 3242 Van Buren Ave. Ogden, UT 84403; Investment or Commercial Property; Partner; None; 08/26/2025; 2;0; duplex to rent for income. 8) Angel Chaparro - Property #3 (Personally Held Real Estate); investment-related; 1209 N 925 E. Ogden, UT. 84404; Investment or Commercial Property; Owner; None; 10/20/2025; 2;0; investment property to be rented out on both sides of the duplex 9) PapaSon LLC; investment-related; 258 W 1975 N. Harrisville, UT. 84414; Investment or Commercial Property; Other/Partner; None; 11/01/2025; 2;0; Creating an LLC to hold the residential real estate properties acquired and to be acquired in future years

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Angel Ramon Chaparro's CRS (Customer Relationship Summary).
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®
None

Experience


Current

March 5, 2021 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 3848 Washington Blvd, Ogden, UT 84403-1749
RIA
CRD#: 3487
Ogden, UT
Current

June 25, 2012 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 4700 N. Cloverdale Road Suite 204, Boise, ID 83717
BD
CRD#: 43036
Boise, ID
Past

January 17, 2007 - October 19, 2009

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
TUCSON, AZ
Past

January 27, 2006 - December 31, 2006

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
SMITHFIELD, UT
Past

May 10, 2002 - November 30, 2005

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

May 10, 2001 - June 6, 2002

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
WESTLAKE VILLAGE, CA

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 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
Idaho
(7/13/2022)
IAR
Idaho
(7/13/2022)
RR
Utah
(6/25/2012)
IAR
Utah
(3/5/2021)
RR
Wyoming
(10/6/2025)
IAR
Wyoming
(10/6/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/3/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


STATE FARM INVESTMENT MANAGEMENT CORP.
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE BROCHURE (3/25/2025)

Direct owners and executive officers


NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory assets under management


Total Number of Accounts38
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.

Company Information


STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487Ogden, UT 84403-1749

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