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Kelsey Brianna Bosch

Investment adviser representative at State Farm Investment Management Corp.
12 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

12 years in the industry.

  1. State Farm Investment Management Corp.Aug 2018 to now
  2. Bri Johnson Insurance AgencyOct 2014 to now
  3. State Farm Vp Management CorpOct 2014 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 3 states (IN, KY, OH).

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
6294010
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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