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Robert Kelly

State Farm Investment Management Corp.

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About Robert Kelly

Robert Kelly is a financial professional with over five years of experience in the financial services industry. Robert is a Registered Representative associated with State Farm Investment Management Corp. and has earned the Chartered Financial Consultant designation. Robert's experience with State Farm Insurance and State Farm VP Management Corp. provides knowledge and insight that benefits clients. Robert's primary focus is providing financial advice and portfolio management services to individuals and investment companies. Robert is registered with the State of Illinois.

Firm Information

Robert Kelly 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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Robert Kelly’s Registration & Firm History

IL

09/24/2024 - Present

State Farm Investment Management Corp. (Normal IL)

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Licenses & Designations

BC

Issued 05/24/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2019

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/06/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/25/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Kelly.
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