Craig Kelly Duncan

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:

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-09-18

FL RA
APPROVED

Since 2018-09-18

Branch Locations

2454 N Mcmln Bth Rd Suite 421, Clearwater, FL 33759-1339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Craig Duncan Insurance Agency	Clearwater	FL	05/1989	Present
State Farm Vp Management Corp.	Clearwater	FL	01/1998	Present
State Farm Investment Management Corp.	Clearwater	FL	04/2011	03/2017
State Farm Investment Management Corp.	Clearwater	FL	08/2018	Present

05/1989 → Present

Craig Duncan Insurance Agency

Clearwater, FL
01/1998 → Present

State Farm Vp Management Corp.

Clearwater, FL
04/2011 → 03/2017

State Farm Investment Management Corp.

Clearwater, FL
08/2018 → Present

State Farm Investment Management Corp.

Clearwater, FL

Previous Registrations

2011-04-25 → 2017-03-31

State Farm Investment Management Corp.

Clearwater, FL
2004-11-02 → 2008-12-31

State Farm Investment Management Corp.

Clearwater, FL

Other Businesses

1) Craig Duncan's Insurance Agency; Insurance Agency; Investment-related; 2454 N McMln Bth Rd Ste 421 Clearwater, FL 33759-1339; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/1987; 80; 80; Service customers and supervise employees 2) National Association of Insurance and Financial Advisors; non-investment-related; PO Box 14365. Tallahassee. F: 32317; association/committee/council; director; 2/16/2022; 5; 2; Immediate past president, BOD and member of the PAC board. 3) Committee of Florida Agents; non-investment-related; 1103 Hays St Tallahassee, FL 32301; Association/Committee/Council; Director; none; 7/12/2024; 4; 0; Committee 4) Agents For a Better Florida; non-investment-related; 1103 Hays St Tallahassee, FL 32301; Association/Committee/Council; Director; none; 07/31/2024; 4; 0; Committee 5) Financial Reform in Government Network; non-investment-related; 1103 Hays St Tallahassee, FL 32301; Association/Committee/Council; Director; none; 07/31/2024; 1; 0; Committee 6) Florida Agents For Financial Reform; non-investment-related; 1103 Hays St Tallahassee, FL 32301; Association/Committee/Council; Director; none; 07/31/2024; 1; 0; Committee 7) 7R Ranch LLC; non- investment-related; 1193 NE Hansel Av. Arcadia, FL. 34266; Investment or Commercial Property; Partner; None; 11/01/2025; 2;0; Land ownership of cattle ranch leased to others. Inheriting 25% ownership when probate is settled.