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LM

Logan M. Mann

STATE FARM INVESTMENT MANAGEMENT
Maryville, IL 62062
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CRD#: 7201690
LM

Professional summary


Logan M Mann, who also goes by Logan M Mann, Logan Mann, Logan Mark Mann, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Maryville, Illinois and STATE FARM VP MANAGEMENT CORP. located in Mascoutah, Illinois.

Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Logan has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Logan M Mann | Logan Mann | Logan Mark Mann

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) Allison Bash's Insurance Agency; Investment-related; 19 Professional Park Dr Maryville, IL 62062 and 1 Mascoutah Plaza Dr Mascoutah, IL 62258; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 2/6/2025; 80; 80; Service customers 2) Mann Holdings LLC; investment-related; 3958 N 20th St Louis, MO 63107; Investment or Commercial Property; Owner; none; 6/29/2016; 5; 0; Duties: Personally Held Real Estate

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Logan M Mann'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, 2025 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 19 Professional Park Dr, Maryville, IL 62062Office #2: 1 Mascoutah Plaze Dr, Mascoutah, IL 62258
RIA
CRD#: 3487
Maryville, IL
Current

March 6, 2025 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 1 Mascoutah Plaza Dr., Mascoutah, IL 62258
BD
CRD#: 43036
Mascoutah, IL
Past

May 5, 2023 - September 10, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Saint Louis, MO
Past

May 5, 2023 - September 10, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Saint Louis, MO
Past

May 5, 2022 - April 18, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
SAINT LOUIS, MO
Past

April 28, 2022 - April 18, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAINT LOUIS, MO
Past

October 18, 2021 - March 23, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ST. LOUIS, MO
Past

October 12, 2021 - March 23, 2022

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ST. LOUIS, MO
Past

January 25, 2020 - December 5, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Clayton, MO

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
Illinois
(4/16/2025)
IAR
Illinois
(4/16/2025)
IAR
Missouri
(3/5/2025)
RR
Missouri
(3/7/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/18/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/11/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/25/2020
Investment Company Products/Variable Contracts Representative Examination
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#: 3487Maryville, IL 62062

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