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Kristie Monica Polk

State Farm Investment Management Corp.

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About Kristie Monica Polk

Kristie Polk is a financial professional with over 16 years of experience in the financial services industry. Kristie is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Kristie is also a Chartered Financial Consultant. Kristie is currently employed by State Farm Investment Management Corp., where she provides financial advice to individuals and investment companies. Kristie's professional experience includes working as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Kristie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kristie Polk 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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Kristie Polk’s Registration & Firm History

TX

08/23/2018 - Present

State Farm Investment Management Corp. (Bedford TX)

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Licenses & Designations

BC

Issued 04/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristie Monica Polk.
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