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Kari Lee Romano

State Farm Investment Management Corp.

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About Kari Lee Romano

Kari Romano is a financial professional with over 9 years of experience in the financial services industry. Kari is currently registered as an Investment Advisor Representative (IAR) with State Farm Investment Management Corp. Kari holds Series 6 and 63 securities licenses and a SIE exam. Kari is also a Chartered Financial Consultant. Kari has a strong background in providing investment advice to individuals and investment companies. Kari's experience includes working as an agent for State Farm Mutual Automobile Insurance Company and its affiliates, serving as a board member and president of the Portofino Plaza Condo Associations, and owning and managing investment properties. Kari is committed to providing her clients with personalized financial guidance and support.

Firm Information

Kari Romano 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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Kari Romano’s Registration & Firm History

TX

09/04/2020 - Present

State Farm Investment Management Corp. (Shenandoah TX)

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Licenses & Designations

BC

Issued 08/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kari Lee Romano.
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