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Kirk Donald Lynn

State Farm Investment Management Corp.

Lititz, PA

CRD 3060416

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2020-08-14
  • PA RA
    APPROVED
    Since 2020-08-14

Branch Locations

Lititz, PA • 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
OrganizationCityStateFromTo
Kirk Lynn Insurance Agency Crofton MD 10/2010 05/2020
State Farm Vp Management Corp. Crofton MD 10/2010 05/2020
State Farm Investment Management Corp Crofton MD 08/2018 05/2020
State Farm Investment Management Corp Annapolis MD 06/2020 08/2020
State Farm Vp Management Corp Annapolis MD 06/2020 08/2020
State Farm Insurance Annapolis MD 06/2020 08/2020
State Farm Insurance Lititz PA 08/2020 Present
State Farm Vp Management Corp Lititz PA 08/2020 Present
State Farm Investment Management Corp Lititz PA 08/2020 Present
  • 10/2010 → 05/2020
    Kirk Lynn Insurance Agency
    Crofton, MD
  • 10/2010 → 05/2020
    State Farm Vp Management Corp.
    Crofton, MD
  • 08/2018 → 05/2020
    Crofton, MD
  • 06/2020 → 08/2020
    Annapolis, MD
  • 06/2020 → 08/2020
    State Farm Vp Management Corp
    Annapolis, MD
  • 06/2020 → 08/2020
    State Farm Insurance
    Annapolis, MD
  • 08/2020 → Present
    State Farm Insurance
    Lititz, PA
  • 08/2020 → Present
    State Farm Vp Management Corp
    Lititz, PA
  • 08/2020 → Present
    Lititz, PA
Other Businesses

1) BASKETBALL OFFICIATING/REFEREE; NON INVESTMENT-RELATED; 210 RIGGS AVE SEVERNA PARK, MD 21146; HIGH SCHOOL BASKETBALL OFFICIATING/REFEREE IN MARYLAND; BASKETBALL REFEREE; INDEPENDENT CONTRACTOR; 24 HR/MO; NONE DURING TRADING HOURS; REFEREE. 2) High School Basketball Officiating; Non-Investment Related; 14 Fieldstone Ct, Lititz, PA 17543; Other; Independent Contractor; 12/09/2020; 15; 0; High School Basketball Official/Referee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-27
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S65 Uniform Investment Adviser Law Examination
    2019-03-27
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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