Karen Rene Burtis

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

• 02/2005 → Present
  State Farm Vp Management Corp
  North East, MD
• 01/2006 → Present
  Karen Michaels Insurance Agency
  North East, MD
• 04/2018 → 08/2021
  Karen Michaels Insurance Agency
  Elkton, MD
• 04/2018 → 08/2021
  State Farm Vp Management Corp
  Elkton, MD
• 06/2019 → 08/2021
  State Farm Investment Management Corp
  Elkton, MD
• 01/2022 → Present
  Karen Michaels Insurance Agency
  Chruchville, MD
• 01/2022 → Present
  State Farm Vp Management Corp
  Churchville, MD
• 06/2019 → Present
  State Farm Investment Management Corp
  Churchville, MD
• 06/2019 → Present
  State Farm Investment Management Corp
  North East, MD

Other Businesses

1) Burtis Properties LLC; investment-related; 104 Fieldcrest Dr. East Peoria IL 61611; Investment or Commercial Property; Purchased a commercial building and created an LLC; Partner; 01/29/2021; 0;0. 2) Karen Michaels' Insurance Agency; Investment-related; 2280 Pulaski Hwy Northeast, MD 21901-3731; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2005; 80; 80; Service customers and supervise employees. 3) Michaels on the Bay, LLC; Investment-related; 13512 Lane Apartment A, Ocean City, MD 21842; Investment or Commercial Property; Owner; Owner; 12/15/2010; 0; 0; no duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-10

Designations

• Chartered Financial Consultant

Other Names

• Karen Rene Michaels