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Susan Kim Dupree

State Farm Investment Management Corp.

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About Susan Kim Dupree

Susan Dupree is a registered investment advisor representative with State Farm Investment Management Corp. based in Ruston, LA. Susan Dupree has been in the securities industry since July 15, 2012. Susan Dupree is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Susan Dupree is licensed in Arkansas, Indiana, Louisiana, Mississippi, Missouri and Texas. Susan Dupree specializes in providing portfolio management for individuals and investment companies.

Firm Information

Susan Dupree 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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Susan Dupree’s Registration & Firm History

LA

01/24/2023 - Present

State Farm Investment Management Corp. (Ruston LA)

IL

10/16/1996 - 10/13/1997

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

VA

09/05/1996 - 10/16/1996

GNA SECURITIES, INC. (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 07/09/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Kim Dupree.
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