KB
Kimberly Bell
STATE FARM INVESTMENT MANAGEMENT
Greensboro, NC 27407
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CRD#: 6900573
KB
Professional summary
Kimberly Bell, who also goes by Kimberly Bell, Kimberly Jones, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Greensboro, North Carolina and STATE FARM VP MANAGEMENT CORP. located in Greensboro, North Carolina.
Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kimberly has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kimberly Bell | Kimberly Jones
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) Black Bear Farms LLC; Investment related; 101 Minnie Lane Phenix, VA 23959; I created this LLC for my mom who owns land and we are considering entering into a share cropping agreement with a local farmers and potentially adding a solar farm to the property ; Owner & President; 01/21/2020; 1;0. 2) Bell Management Group LLC ; Investment related; 2223 Dunning Ct, high Point, NC 27265; An LLC that my husband and I started so that we can start buying investment properties with it. ; Owner and President; 07/01/2016; 1;0 3) Kimberly Bell's Insurance Agency; Insurance Agency; Investment-related; 3480 Bethel Rd SE Ste B Port Orchard, WA 98366-5665; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2021; 80; 80; Service customers and supervise employees 4)Kimberly Bell - Property #1 (Personally Held Real Estate; investment related;2 Cobble Lane Greensboro NC 27407; investment or commercial property; owner; 09/29/2017; 1;0; single family residence rented on an annual basis;
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Bell'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 16, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2216 W Meadowview Rd Ste 102 Greensboro, Nc, Usa, Ste 102, Greensboro, NC 27407RIA
CRD#: 3487
Greensboro, NC
Current
September 24, 2021 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2216 W Meadowview Rd Ste 102, Greensboro, NC 27407BD
CRD#: 43036
Greensboro, NC
Past
February 28, 2020 - February 8, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
GREENSBORO, NC
Past
February 27, 2020 - February 8, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
GREENSBORO, NC
Past
July 2, 2018 - February 7, 2020
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
CHARLOTTE, NC
Past
March 20, 2018 - February 7, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CHARLOTTE, NC
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
North Carolina(9/24/2021)
IAR
North Carolina(6/16/2025)
RR
South Carolina(1/31/2023)
IAR
South Carolina(6/16/2025)
RR
Texas(10/2/2023)
IAR
Texas(6/16/2025)
RR
Virginia(10/8/2021)
IAR
Virginia(6/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Greensboro, NC 27407TRUST BUT VERIFY
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