Kari Ann Klien

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
  Cedar Rapids, IA
• 11/2013 → Present
  Kari Klien Insurance Agency
  Cedar Rapids, IA
• 08/2018 → Present
  State Farm Investment Management Corp
  Cedar Rapids, IA

Other Businesses

1) Kari Klien's Insurance Agency; Investment-related; 3011 Johnson Ave NW Cedar Rapids, IA 52405-4628; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2013; 80; 80; Service customers and supervise employees. 2) Klien Properties, LLC; Investment-related; 3011 Johnson Ave., NW Cedar Rapids, IA 52405; Investment or Commercial Property; Owner; Owner; 7/1/2013; 1; 0; control of the checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 3) Klien Properties2; Investment-related; 4112 Wyndham Dr., NE Cedar Rapids, IA 52402; Investment or Commercial Property; Partner; Partner; 10/17/2017; 1; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account, maintenance of property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-30

Designations

• Chartered Financial Consultant

Other Names

• Kari Ann Larkin