Kelly Curtis Brennan

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

• 05/1987 → Present
  Kelly Brennan Insurance Agency
  Mission Viejo, CA
• 03/1998 → Present
  State Farm Vp Management Corp.
  Mission Viejo, CA
• 03/2011 → 03/2017
  State Farm Investment Management Corp.
  Mission Viejo,, CA
• 08/2018 → Present
  State Farm Investment Management Corp
  Mission Viejo, CA

Previous Registrations

• 2011-03-01 → 2017-03-31
  State Farm Investment Management Corp.
  Mission Viejo,, CA
• 2004-08-06 → 2008-12-31
  State Farm Investment Management Corp.
  Mission Viejo, CA
  Mission Viejo, CA

Other Businesses

1) Chrisanta Courtyard HOA; Non-Investment Related; 24800 Chrisanta Dr., Ste 150, Mission Viejo, CA 92691; Association/Committee/Council; Board Member; 8/19/2021; 1, 0; Manage HOA with five other board members. 2) Kelly Brennan's Insurance Agency; Insurance Agency; Investment-related; 24800 Chrisanta Dr Ste 150 Mission Viejo, CA 92691-4834; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/1985; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-10

Designations

• Chartered Financial Consultant

Other Names

• Kelly Ann Curtis
• Kelly Curtis Brennan