Kelly J. Burns
Professional summary
Kelly Jay Burns, ChFC®, CLU®, who also goes by Kelly Burns, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Centennial, Colorado and STATE FARM VP MANAGEMENT CORP. located in Centennial, Colorado.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kelly has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Jay Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 6909 S Holly Cir Unit 320, Centennial, CO 80112October 6, 2020 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 6909 S Holly Cir Ste 320, Centennial, CO 80112January 14, 2010 - January 28, 2013
STATE FARM INVESTMENT MANAGEMENT CORP.
January 4, 2007 - February 19, 2018
STATE FARM VP MANAGEMENT CORP.
August 3, 2006 - November 29, 2006
CHARLES SCHWAB & CO., INC.
July 20, 2006 - November 29, 2006
CHARLES SCHWAB & CO., INC.
June 12, 2006 - July 12, 2006
TD AMERITRADE, INC.
March 29, 2006 - June 15, 2006
STATE FARM VP MANAGEMENT CORP.
October 12, 2005 - March 8, 2006
ATLAS SECURITIES, LLC
January 14, 2004 - October 5, 2005
EDWARD JONES
August 13, 1999 - March 7, 2002
EDWARD JONES
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/5/2020)
(6/1/2021)
Exams
Series 6TO
Date: 10/6/2020
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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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