Heather
Kielpinski

State Farm Investment Management Corp

CRD#6275216
Investment Advisor
in Saint Paul, MN

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About this Advisor

Heather Kielpinski is a financial advisor based in Saint Paul, Minnesota, with 5 years of industry experience. Kielpinski currently works for State Farm Investment Management Corp. Throughout their career, they have worked at Target Corporation, State Farm Insurance, State Farm Vp Management Corp, Casey Charlson Insurance Agency, Heather Keilpinski Insurance Agency and State Farm Investment Management Corp. Kielpinski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota and Wisconsin. State Farm Investment Management Corp is an advisory business operating out of Bloomington, IL. It controls $9 billion in total assets across its four customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The business provides portfolio management for investment companies. Financial management fee schedules are based on the services offered. However, fee types billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

2707 Lincoln Dr
Saint Paul, MN 55113

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

MN Average: 44
Total Number of Accounts

4

MN Average: 2,564
Average Account Size

$2,322,169,176

MN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Heather Kielpinski Work History

Heather has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

State Farm Investment Management Corp

2014 - Present (10 years)

Heather Keilpinski Insurance Agency

2014 - Present (10 years)

State Farm Vp Management Corp

2013 - 2014 (1 year)

State Farm Insurance

2013 - 2014 (1 year)

State Farm Vp Management Corp

2013 - 2013 (< 1 year)

Casey Charlson Insurance Agency

2012 - 2013 (1 year)

Target Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Heather Kielpinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Zack Rabadi
West Hills, CA
Edward Glover
Manitowoc, WI
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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