Karen Lynn Stai Koenigs

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  State Farm Vp Management Corp.
  Black River Falls, WI
• 02/2002 → Present
  Karen Koenigs Insurance Agency
  Black River Falls, WI
• 09/2019 → Present
  State Farm Investment Management Corp.
  Black River Falls, WI

Other Businesses

1) Jim & Karen Koenigs; Non-Investment-Related; N3755 Big Field Road, Black River Falls, WI 54615; Investment or Commercial; Owner; 10/1/2009; 4; 0; Mow weeds and brush on the property. 2) KJKoenigs, LLC; Non-Investment-Related; N3755 Big Field Road, Black River Falls, WI 54615; Investment or Commercial; Real Estate; Partner; 7/1/2004; 0; 0; Filing annual report. 3) Karen Koenigs's Insurance Agency; Insurance Agency; Investment-related; 323 County Road A Blk River Fls, WI 54615-9202; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2001; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-22

Other Names

• Karen Stai