Katherine Gomez
Investment adviser representative at State Farm Investment Management Corp.
11 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
11 years in the industry.
- Katherine Gomez Insurance AgencyOct 2026 to now
- State Farm Vp Management CorpOct 2026 to now
- State Farm Investment Management Corp.Apr 2025 to now
- State Farm InsuranceMay 2026 to Sep 2026
- State Farm Vp Management CorpJan 2025 to Sep 2026
- Jewelz Santiago Insurance AgencyMay 2020 to May 2026
- Weezie Mullaly Insurance AgencyJul 2018 to Jun 2020
- Marc Marcella Insurance AgencySep 2017 to Jun 2018
- Soribel Almanzar Insurance AgencyJan 2017 to Aug 2017
- Jewelz Santiago Insurance AgencyMar 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8029028
- Firm CRD
- 3487