Courtney Kimberl Simpson

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

• 04/2014 → 08/2021
  State Farm Vp Management Corp
  Fort Walton Beach, FL
• 04/2014 → Present
  Courtney Simpson Insurance Agency
  Fort Walton Beach, FL
• 07/2018 → 08/2021
  State Farm Investment Management Corp
  Fort Walton Beach, FL
• 09/2022 → Present
  State Farm Vp Management Corp
  Ft Walton Bch, FL
• 10/2022 → Present
  State Farm Investment Management Corp
  Fort Walton Beach, FL

Previous Registrations

• 2018-10-04 → 2021-08-18
  State Farm Investment Management Corp.
  Ft Walton Bch, FL

Other Businesses

1) Courtney Simpson Insurance Agency; Investment-related; 124 Eglin Parkway Ft Walton Bch, FL 32548; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2014; 80; 80; Service customers and supervise employees. 2) Montessori Learning Center; Non-investment-related; 28 Miracle Strip Pkwy SW # 2, Fort Walton Beach, FL 32548; Education; Director; President; 08/01/2022; 2; 0; Early childhood education school. 3) Aubies Properties LLC; investment-related; 19 Bayshore Drive, Shalimar, FL 32579; Investment or Commercial Property; Partner; Vice President; 03/01/2022; 0; 0; pay bills/co-signor on checking account. 4) 1048 Mar Walt Drive LLC; investment-related; 1048 Mar Walt Drive, Fort Walton Beach, FL 32547; Investment or Commercial Property; Partner; Vice President; 12/01/2021; 0; 0; pay bills/co-signor on checking account. 5) Name TBD; Non-investment-related; 19 Bayshore Drive, Shalimar, FL 32579; Investment or Commercial Property; Independent Contractor; no title; 01/25/2021; 1; 0; Real estate license to use for personal use only. 6) 24 Eglin Parkway LLC; Investment related; 24 Eglin Parkway Fort Walton Beach FL 32548; Investment or Commerical Property; Owner; Vice President; 01/31/2023; 0; 0; LLC created to hold commercial property at 24 Eglin Parkway Fort Walton Beach. Property will eventually be used as my State Farm Office. 7) Shalimar Little League Organization; non-investment-related; 77 4th Ave, Shalimar, FL 32579; Association/Committee/Council; Board Member; None; 07/01/2025; 5;0; Little League Baseball/softball organization

Designations

• Chartered Financial Consultant

Other Names

• Courtney Leigh Kimberl
• Courtney Kimberl Simpson
• Courtney Leigh Simpson