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Dana Andrew Kerr

State Farm Investment Management Corp.

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About Dana Andrew Kerr

Dana Kerr is a registered investment advisor representative with State Farm Investment Management Corp. Dana has been in the industry since 2004 and holds a Series 63, Series 6, and Series 65. Dana has been registered with the state of Georgia since 2005 and is also registered in North Carolina and South Carolina. Dana is a registered representative of State Farm VP Management Corp. and is also the owner of Dana Kerr Insurance Agency. Dana specializes in portfolio management for individuals and investment companies.

Firm Information

Dana Kerr is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Kerr’s Registration & Firm History

GA

10/24/2023 - Present

State Farm Investment Management Corp. (Watkinsville GA)

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Licenses & Designations

IA

Issued 09/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dana Andrew Kerr. Review regulatory record here.
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