Corey Michael Beard
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Corey Beard Insurance AgencyJan 2025 to now
- State Fam Investment Management CorpJan 2025 to now
- State Farm Vp Management Corp.Jan 2025 to now
- State Farm Investment Management Corp.Jul 2024 to now
- State Fam Investment Management CorpJul 2024 to Dec 2024
- State Farm InsuranceJul 2024 to Dec 2024
- State Farm Vp Management Corp.Sep 2023 to Dec 2024
- Nicholas Mortallaro's Insurance AgencyAug 2023 to Jul 2024
- Paradise Water SportsMay 2023 to Aug 2023
- Payton Logan Insurance AgencyJan 2020 to Jul 2024
- Voss DistributionMar 2019 to Jan 2020
- Kent Bentledge Construction CompanyMay 2018 to Mar 2019
- Delta State UniversityAug 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (MO, NC, SC).
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
- 7807020
- Firm CRD
- 3487