MB
Megan Bear
STATE FARM INVESTMENT MANAGEMENT
Galesville, WI 54630
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CRD#: 7490312
MB
Professional summary
Megan Bear, who also goes by Megan Kirk, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Galesville, Wisconsin and STATE FARM VP MANAGEMENT CORP. located in Eau Claire, Wisconsin.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Megan has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Kirk
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) Blue Angels Gymnastics Club; non-investment; 20256 W. Mill rd, Galesville, WI 54630; membership/civic/fraternal organization; board member; 7/2/2020; 4; 0; none, 2) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 1/22/2022; 80; 80; Service customers 3) MJB Properties LLC; Investment-related; N15782 Delaney Rd Trempealeau, WI 54661; Investment or Commercial Property; Owner; President; 08/16/2024; 10; 0; I purchased a commercial building that will be leased out to others under a new LLC. My office is also located in this building. Control of the checkbook, Review bank statements, Make deposits in the checking account 4) Bear Care Home Maintenance Co.; non-investment-related; N15782 Delaney Rd. Trempealeau, WI. 54661; Service Industry; officer; Vice President;06/01/2025;10;0; Control of the checkbook, review bank statements, pay bills. lending/borrowing activates, marketing and advertising
CRS (Client Relationship Summary) - RIA
Click below to view Megan Bear'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
February 3, 2022 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 16935 N Main St, Galesville, WI 54630RIA
CRD#: 3487
Galesville, WI
Current
February 11, 2022 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1903 Keith Street Suite 5, Eau Claire, WI 54701BD
CRD#: 43036
Eau Claire, WI
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
Iowa(10/27/2022)
IAR
Iowa(10/27/2022)
RR
Minnesota(5/11/2022)
IAR
Minnesota(5/11/2022)
IAR
Wisconsin(2/3/2022)
RR
Wisconsin(2/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/11/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
