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Kimberly Joann Phelps

State Farm VP Management Corp.

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About Kimberly Joann Phelps

Kimberly Joann Phelps is a financial advisor with State Farm VP Management Corp. Kimberly has been in the financial services industry since 2014 and has held a Series 6 license since 2013. Kimberly earned the Securities Industry Essentials (SIE) exam in 2018.

Firm Information

Kimberly Phelps is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Kimberly Phelps’s Registration & Firm History

IL

01/30/2018 - Present

State Farm VP Management Corp. (BLOOMINGTON IL)

IL

09/24/2013 - 12/31/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kimberly Joann Phelps. Review regulatory record here.
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