TA
Todd D. Anglin
STATE FARM INVESTMENT MANAGEMENT
Castro Valley, CA 94546
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CRD#: 6249785
TA
Professional summary
Todd D Anglin is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Castro Valley, California and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Todd has worked at 2 firms and has passed the Series 63, SIE and Series 6 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) Todd Anglin's Insurance Agency; Insurance Agency; Investment-related; 20235 Redwood Rd Unit C Castro Valley, CA 94546-4331; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2014; 80; 80; Service customers and supervise employees 2) Castro Valley Education Foundation; non-investment related; PO Box 2693, Castro Valley, CA 94546; Educational Foundation focusing on supporting CVUSD through enhanced educational opportunities.; Board Member; 10/6/18; 0%; limited involvement in facilitating educational and school projects with this local group 2 hrs./mo.; 0 hrs./mo. 3) California Earthquake Authority; non-investment related; 801 K Street, Suite 1000, Sacramento, CA 95814; California Earthquake Authority is a private, not for profit CA EQ insurer; California Earthquake Authority is a private, not for profit CA EQ insurer; 4/1/17: 0%; We are an appointed advisory panel that works with the CEA leadership to provide feedback on education, programs, and partnership with their operations; 1 hr./mo.; 0 hrs./mo. 4) Lakewood Village HOA; not investment related; Director/Treasurer since 4/15/19; 3000 Monika Lane, Hayward CA 94541; pay bills; co-signor on checks; planning events; general director of board; 1-hour per month devoted; zero during trading hours. 5) CVEA Chamber of Commerce; Non-Investment Related; 2569 Castro Valley Blvd, Castro Valley, CA 94546; Membership/Civic/Fraternal Organization; Board Member; 05/11/2020; 2; 0; 6) Fairview MAC (Municipal Advisory Council); non-investment related; 1221 Oak St #536, Oakland, CA 94612; Civic Association; board member; 06/06/2023; 4;0; Fairview Municipal Advisory Committee is similar to a city council for the unincorporated areas in Alameda County, though it's ADVISORY. They mostly look at land & zoning use, public works, etc. in our area of the County, meetings are conducted 1/month. 7) Todd Anglin - Property #1 (Personally Held Real Estate); investment related; 3819 signal hill trail Copperopolis CA 95228; Second home with occasional temporary renters; Owner; 10/01/2010; 1;0; Leasing 8) Chabot-Las Positas Community College District CBOC; Non-Investment Related; 7600 Dublin Blvd-3rd Floor Dublin, CA 94568; Education; Other; None; 05/01/2025; 1; 0; Member 9) Fairview Fire Protection District; non-investment-related; 25862 Five Canyons Pkwy. Castro Valley, CA. 94552; Public Service; Elected Official; None; 11/17/2025; 2;0; FFPD oversees the contract management for fire prevention & EMS services for the Fairview & Five Canyons communities.
CRS (Client Relationship Summary) - RIA
Click below to view Todd D Anglin'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
May 2, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 20235 Redwood Road Unit # C, Castro Valley, CA 94546RIA
CRD#: 3487
Castro Valley, CA
Current
October 18, 2013 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
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
California(11/1/2013)
IAR
California(5/2/2019)
Exams
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 | 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Castro Valley, CA 94546TRUST BUT VERIFY
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