Robert Kelly
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Robert Kelly? Claim your profile
Contact this firm
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.Jul 2026 to now
- State Farm Vp Management CorpJul 2026 to now
- Blake Waller's Insurance AgencyJun 2026 to now
- Curtis Restko's Insurance AgencyNov 2024 to now
- Bishop Mcnamara Catholic High SchoolJan 2023 to Nov 2024
- Quality Pressure Washing Truck WashingJan 2022 to Jan 2023
- Saint Laurence High SchoolJul 2018 to Jan 2022
- Lacoma Golf CourseJun 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8312589
- Firm CRD
- 3487