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Kimberly Lynn Copat

State Farm Investment Management Corp.

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About Kimberly Lynn Copat

Kimberly Lynn Copat is an investment advisor representative registered in Idaho and Oregon. Kimberly is associated with State Farm Investment Management Corp. Kimberly has been in the industry since April 1997 and has a history of working in the financial services industry, previously with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kimberly has passed numerous industry exams, including the Series 63, Series 65, Series 7, and Series 6TO. Kimberly is also a Registered Representative (RR) and registered with FINRA.

Firm Information

Kimberly Copat 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 Copat’s Registration & Firm History

ID

09/11/2018 - Present

State Farm Investment Management Corp. (Meridian ID)

NY

02/13/1997 - 04/08/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/28/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1996

Series 63 - Uniform Securities Agent State Law 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 10/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kimberly Lynn Copat. Review regulatory record here.
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