William
Kern

State Farm Investment Management Corp

CRD#5000630
Investment Advisor
in Pittsburgh, PA

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About this Advisor

William Kern is a financial advisor based in Pittsburgh, Pennsylvania, working with State Farm Investment Management Corp. William has previously held positions at Key Investment Services, Pruco Securities LLC, The Prudential Insurance Company Of America, E*Trade Securities LLC, E*Trade Capital Management LLC, Chevrolet Of Everett, Equity Services Inc, National Life Group, Edward Jones, Citizens Securities, Inc, William Kern Insurance Agency, State Farm Vp Management Corp, State Farm Insurance, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. William has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, William is part of State Farm Investment Management Corp, which operates out of Pittsburgh, Pennsylvania. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1121 Boyce Rd Ste 2400-A
Pittsburgh, PA 15241-3939

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

PA Average: 44
Total Number of Accounts

4

PA Average: 2,564
Average Account Size

$2,541,134,043

PA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Kern Work History

2022 - Present (2 years)

William Kern Insurance Agency

2022 - Present (2 years)

State Farm Vp Management Corp

2021 - 2022 (1 year)

State Farm Insurance

2020 - 2021 (1 year)

Citizens Securities, Inc

2019 - 2019 (< 1 year)

Equity Services Inc

2019 - 2019 (< 1 year)

National Life Group

2019 - 2020 (1 year)

Edward Jones

2017 - 2017 (< 1 year)

Pruco Securities LLC

2017 - 2017 (< 1 year)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

E*Trade Securities LLC

2017 - 2018 (1 year)

E*Trade Capital Management LLC

2017 - 2017 (< 1 year)

Chevrolet Of Everett

2017 - 2017 (< 1 year)

Hornor Townsend & Kent Inc

2017 - 2017 (< 1 year)

Penn Mutual Life Insurance Company

2013 - 2017 (4 years)

Key Investment Services

Disclosures

Please visit the SEC profile of William Kern 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

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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