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Kenneth Roger Petersen iv

State Farm Investment Management Corp.

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About Kenneth Roger Petersen iv

Kenneth Petersen iv is a financial advisor associated with State Farm Investment Management Corp. Kenneth is registered with the state of Illinois and Iowa. Kenneth has been working in the financial industry since April 2022. Kenneth has passed the Series 63, Series 65 and Series 6TO exams and is currently registered as a Registered Representative with both FINRA and the state of Illinois. Kenneth is also registered as an Investment Advisor Representative with the state of Iowa. Kenneth specializes in the investment needs of individuals and investment companies.

Firm Information

Kenneth Petersen iv 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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Kenneth Petersen iv’s Registration & Firm History

IA

04/12/2022 - Present

State Farm Investment Management Corp. (Burlington IA)

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Licenses & Designations

IA

Issued 04/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2022

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

BC

Issued 01/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Roger Petersen iv.
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