Katherine
Morgan

State Farm Investment Management Corp

CRD#6384083
Investment Advisor
in Madison, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Katherine Morgan is a financial advisor based in Madison, Alabama, who has been in the industry for 24 years. Morgan currently works for State Farm Investment Management Corp. During their career, the advisor has held roles at State Farm Insurance, State Farm Vp Management Corp, Cullman Regional Medical Center, Katherine Morgan Insurance Agency and State Farm Investment Management Corp. Morgan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Alabama and Mississippi. State Farm Investment Management Corp is a financial advisory company that has its headquarters in Madison, Alabama. It administers $9 billion in assets among its four accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm offers portfolio management for investment companies. A financial advisor's fees typically depend on which services are provided. Fees charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Madison, AL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

AL Average: $6,674,516,078
Total Number of Employees

90

AL Average: 44
Total Number of Accounts

4

AL Average: 2,564
Average Account Size

$2,212,536,226

AL Average: $2,603,165

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for investment companies

Katherine Morgan Work History

Katherine has 24 years of experience.

2019 - Present (2 years)

State Farm Investment Management Corp

2019 - Present (2 years)

State Farm Vp Management Corp

2019 - Present (2 years)

State Farm Insurance

2018 - 2019 (1 year)

State Farm Investment Management Corp

2015 - 2019 (4 years)

State Farm Vp Management Corp

2015 - 2019 (4 years)

Katherine Morgan Insurance Agency

2014 - 2014 (< 1 year)

State Farm Insurance

2014 - 2014 (< 1 year)

State Farm Vp Management Corp

2014 - 2015 (1 year)

State Farm Insurance

2014 - 2015 (1 year)

State Farm Vp Management Corp

1996 - 2014 (18 years)

Cullman Regional Medical Center

Disclosures

Katherine Morgan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Douglas Baldwin
Loveland, CO
Ryan Baker
Louisville, KY
Larry Robertson
Star City, AR
Ruth Shannon
Flower Mound, TX
Wendy Wise
Tucson, AZ
Daniel Cavin
West Palm Beach, FL
Joel Samuels
Huntington Beach, CA
Michael Payne
Frankfort, IL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started