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Kit Katsumi Okazaki

State Farm Investment Management Corp.

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About Kit Katsumi Okazaki

Kit Katsumi Okazaki is a registered investment advisor representative with State Farm Investment Management Corp. in Makawao, Hawaii. Kit has been in the industry since 2002 and has a variety of experience in the financial services industry. Kit is also a partner in Peahi Investment LLC, a related investment business. Kit is active in the community, serving as a trustee for Seabury Hall School and as a member of the Maui Chamber of Commerce board. Kit holds the Series 65, Series 66, Series 7, and Series 31 securities licenses. Kit provides investment management services for individuals and investment companies.

Firm Information

Kit Okazaki 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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Kit Okazaki’s Registration & Firm History

HI

06/15/2023 - Present

State Farm Investment Management Corp. (Makawao HI)

HI

04/14/2004 - 02/17/2010

BANKOH INVESTMENT SERVICES, INC. (WAILUKU HI)

NY

03/05/2002 - 04/15/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 06/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/18/2002

Series 66 - Uniform Combined 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 03/18/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 03/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kit Katsumi Okazaki.
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