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Kyle Brandon Casey

State Farm Investment Management Corp.

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About Kyle Brandon Casey

Kyle Casey is a registered investment advisor representative with State Farm Investment Management Corp. Kyle has been in the industry since 2007 and is licensed in Minnesota. Kyle is a registered representative with FINRA and a registered investment advisor representative with the state of Minnesota. Kyle has passed the Series 6, Series 7, Series 24, Series 63, and Series 65 exams. Kyle's office is located in Grand Rapids, Minnesota.

Firm Information

Kyle Casey 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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Kyle Casey’s Registration & Firm History

MN

12/21/2018 - Present

State Farm Investment Management Corp. (Grand Rapids MN)

CO

04/27/2012 - 10/30/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

MN

01/18/2008 - 07/20/2011

QUESTAR CAPITAL CORPORATION (BROOKLYN PARK MN)

MN

09/27/2005 - 01/18/2008

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

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Licenses & Designations

IA

Issued 12/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Brandon Casey.
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