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Curtis S Gilbert

Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Curtis Gilbert's Insurance AgencyApr 2026 to now
  2. State Farm Investment Management Corp.Sep 2018 to now
  3. State Farm Vp Management CorpMar 2013 to now
  4. State Farm InsuranceMar 2013 to Apr 2026

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 1 state (FL).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2914738
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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