Kimberly S Duke

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

• 04/2004 → Present
  State Farm Vp Management Corp
  West Monroe, LA
• 10/2004 → Present
  Kimberly Duke Insurance Agency
  West Monroe, LA
• 01/2020 → Present
  State Farm Investment Management Corp
  West Monroe, LA

Other Businesses

1) Kimberly Duke's Insurance Agency; Insurance Agency; Investment-related; 3714 Cypress St West Monroe, LA 71291-7435; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2004; 80; 80; Service customers and supervise employees. 2) Bama Lou, LLC; investment-related; 400 Saint Andrews Blvd., Laplace, LA 70068; Investment or Commercial Property; Owner; Owner; 5/1/2017; 0; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 3) KLKD Properties, LLC; Investment-related; 3714 Cypress St., West Monroe, LA 71291; Investment or Commercial Property; Owner; Owner; 4/15/2014; 2; 0; review bank statements, make deposits, pay bills/co-signor on checking account.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-03

Designations

• Chartered Financial Consultant

Other Names

• Kimberly Scroggins
• Kimberly S Ward
• Kimberly S Ward
• Kimberly Scroggins Duke