AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KC
AdvisorCheck Check Mark

Kermit W. Cottrell

STATE FARM VP MANAGEMENT
Dunwoody, GA 30346
CRD#: 4244171
KC
AdvisorCheck Check Mark

Professional summary


Kermit William Cottrell, who also goes by Kermit W Cottrell, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.

Kermit is registered as a RR (Registered Representative) and started their career in finance in 2000. Kermit has worked at 12 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kermit W Cottrell

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kermit William Cottrell's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 23, 2020 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346
BD
CRD#: 43036
Dunwoody, GA
Past

April 3, 2019 - September 25, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
St. Louis, MO
Past

June 26, 2018 - January 3, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OVERLAND PARK, KS
Past

December 6, 2017 - May 21, 2018

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
OLATHE, KS
Past

May 10, 2017 - July 21, 2017

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
OVERLAND PARK, KS
Past

July 15, 2016 - April 5, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
OVERLAND PARK, KS
Past

November 19, 2015 - June 16, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
OVERLAND PARK, KS
Past

June 14, 2014 - October 2, 2015

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
Lawrence, KS
Past

November 11, 2013 - May 1, 2014

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
OLATHE, KS
Past

September 20, 2013 - November 6, 2013

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
LAWRENCE, KS
Past

December 15, 2011 - July 31, 2012

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
OVERLAND PARK, KS
Past

July 13, 2011 - November 30, 2011

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

June 18, 2010 - June 2, 2011

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
TOPEKA, KS
Past

April 23, 2009 - August 28, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
OVERLAND PARK, KS
Past

September 5, 2000 - May 22, 2009

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LAWRENCE, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Kansas
(10/23/2020)
RR
Missouri
(10/23/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SF
STATE FARM VP MANAGEMENT CORP.
STATE FARM VP MANAGEMENT CORP.

CRD#: 43036 / SEC#: , 8-50128

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One State Farm Plaza, Bloomington, IL 61710-0001
Mailing Address
One State Farm Plaza, Bloomington, IL 61710-0001
Phone number
(833) 430-8518
Established
Delaware since 11/27/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STATE FARM INVESTMENT MANAGEMENTSHAREHOLDER3487
COOK, KRISTYNEXECUTIVE VICE PRESIDENT AND DIRECTOR4215717
FARNEY, JON CHARLESPRESIDENT AND DIRECTOR2839964
GHANBARPOUR, ARASHVICE PRESIDENT AND DIRECTOR5129325
HINTZ, SCOTT ALEXANDERVICE PRESIDENT - FINANCIAL AND SECRETARY2004555
LUDWIG, TERRENCE MICHAELCHIEF COMPLIANCE OFFICER AND TREASURER3231040
MINEAU, SARAHSENIOR VICE PRESIDENT AND DIRECTOR4634160
MONTGOMERY, BRADLEY DOYLESENIOR VICE PRESIDENT AND DIRECTOR2913835
PRESTON, BRIAN LYNNANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER4312143
WILLARD, DANIEL NELSONASSISTANT SECRETARY AND COUNSEL5207081

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATE FARM VP MANAGEMENT CORP.

CRD#: 43036Dunwoody, GA 30346

TRUST BUT VERIFY

Monitor Kermit Cottrell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics