Katherine Leung Heaney
Investment adviser representative at State Farm Investment Management Corp.
23 yearsExperience
3 statesRegistered 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
23 years in the industry.
- State Farm Investment Management Corp.Aug 2023 to now
- State Farm Vp Management CorpApr 2018 to now
- Kate Leung Insurance AgencyJan 2003 to now
- State Farm Investment Management Corp.Apr 2019 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, OR).
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
- 4117667
- Firm CRD
- 3487