CS
Courtney K. Simpson
STATE FARM INVESTMENT MANAGEMENT
Fort Walton Beach, FL 32548
Some features on this profile are disabled
CRD#: 5268846
CS
Professional summary
Courtney Kimberl Simpson, ChFC®, CLU®, who also goes by Courtney Leigh Kimberl, Courtney Kimberl Simpson, Courtney Leigh Simpson, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fort Walton Beach, Florida and STATE FARM VP MANAGEMENT CORP. located in Crestview, Florida.
Courtney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Courtney has worked at 2 firms and has passed the Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Courtney Leigh Kimberl | Courtney Kimberl Simpson | Courtney Leigh Simpson
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) Courtney Simpson Insurance Agency; Investment-related; 124 Eglin Parkway Ft Walton Bch, FL 32548; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2014; 80; 80; Service customers and supervise employees. 2) Montessori Learning Center; Non-investment-related; 28 Miracle Strip Pkwy SW # 2, Fort Walton Beach, FL 32548; Education; Director; President; 08/01/2022; 2; 0; Early childhood education school. 3) Aubies Properties LLC; investment-related; 19 Bayshore Drive, Shalimar, FL 32579; Investment or Commercial Property; Partner; Vice President; 03/01/2022; 0; 0; pay bills/co-signor on checking account. 4) 1048 Mar Walt Drive LLC; investment-related; 1048 Mar Walt Drive, Fort Walton Beach, FL 32547; Investment or Commercial Property; Partner; Vice President; 12/01/2021; 0; 0; pay bills/co-signor on checking account. 5) Name TBD; Non-investment-related; 19 Bayshore Drive, Shalimar, FL 32579; Investment or Commercial Property; Independent Contractor; no title; 01/25/2021; 1; 0; Real estate license to use for personal use only. 6) 24 Eglin Parkway LLC; Investment related; 24 Eglin Parkway Fort Walton Beach FL 32548; Investment or Commerical Property; Owner; Vice President; 01/31/2023; 0; 0; LLC created to hold commercial property at 24 Eglin Parkway Fort Walton Beach. Property will eventually be used as my State Farm Office. 7) Shalimar Little League Organization; non-investment-related; 77 4th Ave, Shalimar, FL 32579; Association/Committee/Council; Board Member; None; 07/01/2025; 5;0; Little League Baseball/softball organization
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Kimberl Simpson'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
November 6, 2022 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 24 Eglin Parkway, Fort Walton Beach, FL 32548RIA
CRD#: 3487
Fort Walton Beach, FL
Current
September 14, 2022 - Present
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
Crestview, FL
Past
October 4, 2018 - August 18, 2021
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Ft Walton Bch, FL
Past
November 13, 2013 - August 18, 2021
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
FORT WALTON BEACH, FL
Past
May 21, 2007 - May 14, 2012
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
MAITLAND, FL
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
Florida(9/21/2022)
IAR
Florida(11/6/2022)
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 7/3/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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
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.
