KB
Kenneth A. Bellicot
STATE FARM INVESTMENT MANAGEMENT
Saint Cloud, MN 56301
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CRD#: 6340461
KB
Professional summary
Kenneth Alain Bellicot, who also goes by Ken Bellicot, Kenny Alain Bellicot, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Saint Cloud, Minnesota and STATE FARM VP MANAGEMENT CORP. located in Saint Cloud, Minnesota.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kenneth has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken Bellicot | Kenny Alain Bellicot
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) WILSON HOME BUILDERS, LLC; non-investment; 1003 2ND ST S, Cold Spring, MN 56320; BUILDING NEW HOMES; partner; 7/15/2021; 5; 0; none. 2) KAB PROPERTIES LLC; Investment-related; 2244 ORCHID LOOP S, St. Cloud, MN 56301; investment or commercial property; owner; 2/1/2022; 1; 0; none. 3) Kenneth Bellicot's Insurance Agency; Insurance Agency; Investment-related; 2904 Roosevelt Rd Ste 2 Saint Cloud, MN 56301-9109; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees 4) GREATER ST CLOUD PUBLIC SAFETY FOUNDATION; non-investment related; 11TH AVE N ST CLOUD MN 56301; Association/Committee/Council; Director (includes sitting on Board of Directors); Chairman; 07/01/2023; 10; 5; BOARD MEMBER FOR REGIONAL PUBLICE SAFETY FOUNDATION SUPPORTING FIRST RESPONDERS AND THEIR FAMILIES 5) ROTARY CLUB OF ST CLOUD; non-investment related; 1 MAIN ST ST CLOUD MN 56301; Association/Committee/Council; Board Member; Vice President; 07/01/2023; 6; 2; VOTING BOARD MEMBER, LOCAL ROTARY CLUB 6) ST CLOUD ROTARY FOUNDATION; non-investment related; 1 Main St St Cloud MN 56301; Other; Director (includes sitting on Board of Directors); None; 08/15/2023; 2; 2; REVIEW STRATEGIES EMPLOYED BY USBANK HIRED AS ADVISORS ON THE ACCOUNT TOTALLING OVER $1.4MILLION - ANY CHANGES MUST BE MADE BY FULL BOARD APPROVAL REQUIRING QUORUM. REVIEW GRANT RECOMMENDATIONS TO MAKE SURE THEY COMPLY WITH THE BYLAWS SET FORTH BY THE CLUB AND FOUNDATION, 501C3 FOUNDATION FOR LOCAL ROTARY CLUB GIFT RECEIVING AND PLACEHOLDER FOR REVENUES GENERATED FROM CLUB ACTIVITIES TO BE UTILIZED FOR CURRENT AND FUTURE COMMUNITY GIVING PROJECTS APPROVED BY THE CLUB BOARD
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Alain Bellicot'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®
NoneExperience
Current
June 5, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2904 Roosevelt Rd Suite 2, Saint Cloud, MN 56301RIA
CRD#: 3487
Saint Cloud, MN
Current
June 17, 2014 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2904 Roosevelt Rd Ste 2, Saint Cloud, MN 56301-9109BD
CRD#: 43036
Saint Cloud, MN
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
Minnesota(6/24/2014)
IAR
Minnesota(6/5/2023)
RR
Wisconsin(4/21/2020)
IAR
Wisconsin(6/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General 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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Saint Cloud, MN 56301TRUST BUT VERIFY
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