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Ashley Burkett

Investment adviser representative at State Farm Investment Management Corp.
10 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

10 years in the industry.

  1. State Farm Investment Management Corp.Apr 2026 to now
  2. State Farm Vp Management Corp.Apr 2026 to now
  3. Don Burkett Insurance AgencyFeb 2026 to now
  4. UnemployedAug 2025 to Feb 2026
  5. Inszone InsuranceNov 2024 to Aug 2025
  6. Ufcu Insurance ServicesMay 2016 to Nov 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
8246089
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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