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Kathy K Jurgensen

State Farm Investment Management Corp.

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About Kathy K Jurgensen

Kathy Jurgensen is a financial advisor with State Farm Investment Management Corp. Kathy has been in the industry since 2013 and holds the Series 66, Series 7, Series 6 and SIE licenses. Kathy's previous experience includes roles with Client One Securities LLC, SagePoint Financial, Inc., and Thrivent Investment Management Inc. Kathy also owns and operates Kathy Jurgensen's Insurance Agency, a State Farm agency.

Firm Information

Kathy Jurgensen 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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Kathy Jurgensen’s Registration & Firm History

CA

06/16/2021 - Present

State Farm Investment Management Corp. (Temecula CA)

CA

04/08/2019 - 12/11/2020

CLIENT ONE SECURITIES LLC (Murrieta CA)

CA

06/27/2018 - 10/12/2018

SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)

CO

03/26/2013 - 08/05/2016

THRIVENT INVESTMENT MANAGEMENT INC. (BOULDER CO)

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Licenses & Designations

BOTH

Issued 04/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathy K Jurgensen.
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