Kara
Berks

State Farm Investment Management Corp

CRD#5819662
Investment Advisor
in Kearney, NE

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About this Advisor

Kara Berks is a chartered financial consultant operating out of Kearney, Nebraska, with a total of 3 years of relevant experience. Berks works at State Farm Investment Management Corp. During their career, Berks has held roles at State Farm Vp Management Corp, Kara Grauerholz Insurance Agency and State Farm Investment Management Corp. Berks maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in Nebraska. State Farm Investment Management Corp is a financial advisory business that has its headquarters in Bloomington, IL. It handles $9 billion in total assets among its four customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Financial management fees are based on which services the firm provides the client. Fee types billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

2715 2Nd Ave Ste C
Kearney, NE 68847

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

NE Average: 44
Total Number of Accounts

4

NE Average: 2,564
Average Account Size

$2,322,169,176

NE Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Kara Berks Work History

Kara has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

State Farm Investment Management Corp

2012 - Present (12 years)

Kara Grauerholz Insurance Agency

2010 - Present (14 years)

State Farm Vp Management Corp

*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 Kara Berks 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

Adam Smith
Prescott, AZ
Paul Finch
Bend, OR
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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