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 working in Pittsburgh, Pennsylvania with 1 year of industry experience. Kern is currently employed by State Farm Investment Management Corp. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Key Investment Services, Pruco Securities LLC, The Prudential Insurance Company Of America, D & D Commerical Interiors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, E*Trade Securities LLC, E*Trade Capital Management LLC, Chevrolet Of Everett, Equity Services Inc, National Life Group, Edward Jones, Citizens Securities, Inc, State Farm Insurance, William Kern Insurance Agency and State Farm Vp Management Corp. Kern maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. State Farm Investment Management Corp is a registered investment business that has its headquarters in Bloomington, IL. It has $9 billion in assets under management among its four accounts, making it one of the largest investment advisory firms in the United States by assets under management. The business offers portfolio management for investment companies. Fees for financial management are based on which service is provided. However, fee types billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$9,288,676,705

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

$2,322,169,176

PA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Kern Work History

William has been registered as a financial advisor for 1 years.*

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 - 2017 (< 1 year)

Hornor Townsend & Kent Inc

2017 - 2017 (< 1 year)

Penn Mutual Life Insurance Company

2017 - 2018 (1 year)

E*Trade Securities LLC

2017 - 2018 (1 year)

E*Trade Capital Management LLC

2017 - 2017 (< 1 year)

Chevrolet Of Everett

2013 - 2017 (4 years)

Key Investment Services

2013 - 2013 (< 1 year)

D & D Commerical Interiors

2009 - 2013 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 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

Adam Smith
Prescott, AZ
Zack Rabadi
West Hills, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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