KG
Khristopher L. Greene
STATE FARM INVESTMENT MANAGEMENT
Vancouver, WA 98684-5089
Some features on this profile are disabled
CRD#: 3182066
KG
Professional summary
Khristopher Lawrence Greene, CLU®, who also goes by Kris Greene, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Vancouver, Washington and STATE FARM VP MANAGEMENT CORP. located in Vancouver, Washington.
Khristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Khristopher has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kris Greene
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Columbia Heights Owners Association; Non-Investment-Related; 17702 SE 13th Street, Vancouver, WA 98683; Association/Committee/Council; Officer/Vice President; 09/02/2020; 1; 0; Assist with running homeowners association 2) Precinct Committee Officer; Non-Investment -Related; 17702 SE 13th Street, Vancouver, WA 98683; Public Service; Officer; 06/19/2020; 1; 0; Provide information to voters 3) Khristopher Greene's Insurance Agency; Insurance Agency; Investment-related; 11818 SE Ml Pln Blvd Ste 101 Vancouver, WA 98684-5089; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2012; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view Khristopher Lawrence Greene's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 29, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 11818 Se Mi Pln Blvd Suite 101, Vancouver, WA 98684-5089RIA
CRD#: 3487
Vancouver, WA
Current
November 3, 2011 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 11818 Se Ml Pln Blvd Ste 101, Vancouver, WA 98684-5089BD
CRD#: 43036
Vancouver, WA
Past
September 17, 2002 - July 27, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
VANCOUVER, WA
Past
February 17, 1999 - October 17, 2011
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
VANCOUVER, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Oregon(7/3/2012)
IAR
Oregon(11/5/2018)
RR
Washington(11/3/2011)
IAR
Washington(8/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
