Kara Roberts
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.
- State Farm Investment Management Corp.Dec 2025 to now
- State Farm Vp Management CorpOct 2025 to now
- Joe Ashooh Insurance AgencyAug 2025 to now
- Kevin Herrmann Insurance AgencyOct 2017 to now
- State Farm Vp Management CorpJun 2025 to Sep 2025
- Bobby Donnelly Insurance AgencyJul 2016 to Oct 2017
- Northern Essex Community CollegeSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 8124895
- Firm CRD
- 3487