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Kara Collins Smith

State Farm Investment Management Corp.

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About Kara Collins Smith

Kara Collins Smith is a registered investment advisor representative with State Farm Investment Management Corp. Kara Collins Smith is licensed to provide investment advice in Georgia and Tennessee. Kara Collins Smith has been working in the financial services industry since 2009. Kara Collins Smith has passed the Series 63, Series 65, Series 6TO and SIE exams. Kara Collins Smith specializes in portfolio management for individuals and investment companies. Kara Collins Smith also has experience in Insurance. In addition to her work with State Farm Investment Management Corp., Kara Collins Smith also owns and operates Kara Collins Smith's Insurance Agency which specializes in insurance products for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Kara Smith 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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Kara Smith’s Registration & Firm History

GA

11/13/2023 - Present

State Farm Investment Management Corp. (Alpharetta GA)

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Licenses & Designations

IA

Issued 06/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kara Collins Smith.
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