Kalon Bradley Schmidt
Investment adviser representative at State Farm Investment Management Corp.
20 yearsExperience
2 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
20 years in the industry.
- Kalon Schmidt Insurance AgencyApr 2025 to now
- State Farm Investment Management Corp.Aug 2024 to now
- State Farm Vp Management CorpAug 2024 to now
- State Farm InsuranceNov 2024 to Apr 2025
- Jay Puppo Insurance AgencyAug 2024 to Nov 2024
- Mark Marshall Insurance AgencyJan 2021 to Nov 2024
- Jim Kuhlman Insurance AgencyJul 2020 to Dec 2020
- Stan Schmidt Insurance AgencyOct 2006 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 7971735
- Firm CRD
- 3487