Kristy Lea Marquis

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

• 09/2001 → Present
  State Farm Vp Management Corp.
  Mason City, IA
• 03/2002 → Present
  Kristy Marquis Insurance Agency
  Mason City, IA
• 07/2018 → Present
  State Farm Investment Management Corp
  Mason City, IA

Other Businesses

1) Kristy Marquis's Insurance Agency; Insurance Agency; Investment-related; 15 E State St Mason City, IA 50401-3317; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2002; 80; 80; Service customers and supervise employees. 2) Kristy Marquis - Personally Help Real Estate - Property #1; investment-related; 2900 1st St SW. Mason City, IA. 5041; Investment or Commercial Property; Owner; None; 05/18/2005; 1;1; Mason City Tai Chi-Chi Kung-Kung Fu & Wellness Center 3) Kristy Marquis Personally Held Real Estate - Property #2; investment-related; 2900 1st St SW. Mason City, IA. 50401; Investment or Commercial Property; Owner; None; 09/25/2025; 1;1; Vacation home in Florida with possible rental opportunities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-11

Designations

• Chartered Financial Consultant

Other Names

• Kristy Lea Trimble
• Kristy Lea Korzan