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Kimberly Allison Roe

State Farm Investment Management Corp.

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About Kimberly Allison Roe

Kimberly Allison Roe is a financial professional who is actively registered in Ohio for both securities and investment advisory services. Kimberly has been in the industry since May 2001 and is currently affiliated with State Farm Investment Management Corp. Kimberly has been associated with State Farm Investment Management Corp. since August 2018. Kimberly is also affiliated with State Farm Insurance. Kimberly has experience working with individuals and investment companies. Kimberly is a Chartered Financial Consultant and has a Series 6, Series 26, and Series 63 license. Kimberly is affiliated with Adena Pike Medical Center as a Board Member and Schmitt Legacy Properties, LLC as Owner.

Firm Information

Kimberly Roe 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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Kimberly Roe’s Registration & Firm History

OH

08/24/2018 - Present

State Farm Investment Management Corp. (Waverly OH)

IL

10/10/2000 - 06/30/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 01/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Allison Roe.
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