Kathryn Anne Campbell

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

• 05/1999 → Present
  State Farm Vp Management Corp.
  Peoria, AZ
• 05/1999 → Present
  Kathryn Campbell Insurance Agency
  Peoria, AZ
• 07/2009 → 03/2017
  State Farm Investment Management Corp.
  Peoria, AZ
• 09/2018 → Present
  State Farm Investment Management Corp
  Peoria, AZ

Previous Registrations

• 2009-07-14 → 2017-03-31
  State Farm Investment Management Corp.
  Peoria, AZ
• 2002-06-05 → 2008-12-31
  State Farm Investment Management Corp.
  Peoria, AZ
  Peoria, AZ

Other Businesses

1) LEUKEMIA FOUNDATION OF AZ; NON-INVESTMENT-RELATED; 1440 E WASHINGTON ST PHOENIX, AZ 85034; 501C(3) NON-PROFIT CHARITABLE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO PARENTS WITH CHILDREN BEING TREATED FOR LEUKEMIA; DIRECTOR, SECRETARY; 06/01/2007; 8 HR/MO; NONE DURING TRADING HOURS; HELP WRITE GRANTS, RAISE MONEY THROUGH FUND RAISERS. 2) Kathryn Campbell's Insurance Agency; Insurance Agency; Investment-related; 9200 W Union Hills Dr Ste 100 Peoria, AZ 85382; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1997; 80; 80; Service customers and supervise employees 3) Anchor2 LLC; Investment-related; 9200 W Union Hills Dr. Ste. 100 Peoria, AZ 85382; Investment or Commercial Property; Partner; none; 2/1/2024; 20; 10; Duties: To purchase real estate either for personal use or to flip or hold as rentals.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-22

Designations

• Chartered Financial Consultant

Other Names

• Katie Campbell