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CM

Christine R. Moring

STATE FARM INVESTMENT MANAGEMENT
Fort Wayne, IN 46825
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CRD#: 5989677
CM

Professional summary


Christine Reed Moring, CLU®, who also goes by Angela Christine Reed, Chris Reed-moring, Christine A Reed-moring, Angela Christine Wortinger, Chris Wortinger, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fort Wayne, Indiana and STATE FARM VP MANAGEMENT CORP. located in Fort Wayne, Indiana.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christine has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Angela Christine Reed | Chris Reed-Moring | Christine A Reed-Moring | Angela Christine Wortinger | Chris Wortinger

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) BND COMMERCIAL; NON-INVESTMENT-RELATED; 1021 S. CALHOUN ST FT WAYNE IN 46802; COMMERCIAL REAL ESTATE; AGENT; 7/26/2006; 0 HR/MO FOR BOTH; MAY RECEIVE REFERRAL COMMISSIONS. 2) MCM Properties LLC; Investment-Related; 10351 Dawsons Creek Blvd., Suite A, Fort Wayne, IN 46825; Investment or Commercial property; owner; 4/1/2021; 1; 0; none. 3) Apex Pest Control; Non-Investment-Related; 10351 Dawsons Creek Blvd, Suite A-1, Fort Wayne, IN 46825; Pest Control Services; Board Member; 6/1/2016; 2 HR/MO & 0 HR/MO; Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. Wife of the owner & this is for estate planning. 4) Dawsons Creek Prof Village Association; non-investment-related; 10808 La Cabreah Lane, Fort Wayne, IN 46845; Office condo association that my office is located in; Board Member; 11/1/18; 0%; Member at large - for Office Park association. Participate in decisions for park improvements and maintenance; 1 hr for both. 5) River Hollow Neighborhood Association; non-investment-related; River Hollow Cove, Fort Wayne, IN 46835; Association/Committee/Council; Board Member; 6/30/2021; 2; 0; Board is currently being formed for turnover from the residential developer. Board will be established. I would like to participate on the board - duties are undetermined at this time with regard to checking account oversight/budget etc. 6) Christine Moring's Insurance Agency; Insurance Agency; Investment-related; 10351 Dawsons Creek Blvd Ste A Fort Wayne, IN 46825-1904; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees 7) Airport North Office Park Owners Association; non-investment related; 201 Airport North Office Park Fort Wayne IN 46825; Association/Committee/Council; Board Member; None; 08/01/2023; 2; 0; Member at large, will not be an officer of this board. Office Park owners' association, Office Park Owners Assocation

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine Reed Moring'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®
CLU®

Experience


Current

August 1, 2022 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 10351 Dawsons Creek Blvd Ste. A, Fort Wayne, IN 46825
RIA
CRD#: 3487
Fort Wayne, IN
Current

November 14, 2011 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 10351 Dawsons Creek Blvd Ste A, Fort Wayne, IN 46825-1904
BD
CRD#: 43036
Fort Wayne, IN

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
Indiana
(11/21/2011)
IAR
Indiana
(8/1/2022)
RR
Ohio
(8/21/2013)
IAR
Ohio
(10/29/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/2011
Uniform Securities Agent State Law Examination
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#: 3487Fort Wayne, IN 46825

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