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William Eric Kern

Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business

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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. State Farm Vp Management CorpMay 2022 to now
  2. State Farm Investment Management Corp.Apr 2022 to now
  3. William Kern Insurance AgencyApr 2022 to now
  4. State Farm InsuranceNov 2021 to Mar 2022
  5. Citizens Securities, Inc.Aug 2020 to Nov 2021
  6. Edward JonesApr 2019 to Aug 2020
  7. Equity Services IncJan 2019 to Apr 2019
  8. National Life GroupJan 2019 to Apr 2019
  9. E*trade Capital Management LLCNov 2017 to Nov 2018
  10. E*trade Securities LLCNov 2017 to Nov 2018
  11. Chevrolet of EverettAug 2017 to Nov 2017
  12. Hornor Townsend & Kent IncJun 2017 to Aug 2017
  13. Penn Mutual Life Insurance CompanyJun 2017 to Aug 2017
  14. Pruco Securities LLCJan 2017 to May 2017
  15. The Prudential Insurance Company of AmericaJan 2017 to May 2017
  16. Key Investment ServicesSep 2013 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

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

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
5000630
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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