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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-09-13
MS RA APPROVED 2024-09-13
UT RA APPROVED 2021-03-05
  • ID RA
    APPROVED
    Since 2024-09-13
  • MS RA
    APPROVED
    Since 2024-09-13
  • UT RA
    APPROVED
    Since 2021-03-05

Branch Locations

151 25Th St., Ogden, UT 84401-1371 • United States

887 E 1000 N, Layton, UT 84040 • 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
State Farm Vp Management Corp Odgen UT 01/2008 Present
Kallee Genta Insurance Agency Odgen UT 01/2008 Present
State Farm Investment Management Corp. Ogden UT 08/2018 04/2019
State Farm Investment Management Corp. Ogden UT 03/2021 Present
Kallee Genta Insurance Agency North Layton UT 04/2021 Present
State Farm Vp Management Corp North Layton UT 04/2021 Present
  • 01/2008 → Present
    State Farm Vp Management Corp
    Odgen, UT
  • 01/2008 → Present
    Kallee Genta Insurance Agency
    Odgen, UT
  • 08/2018 → 04/2019
    Ogden, UT
  • 03/2021 → Present
    Ogden, UT
  • 04/2021 → Present
    Kallee Genta Insurance Agency
    North Layton, UT
  • 04/2021 → Present
    State Farm Vp Management Corp
    North Layton, UT
Other Businesses

1) Utah Agency Resource Group, Inc.; Non-Investment-Related; 684 E 11400 S, Suite E, Draper, UT 84020; Association/Committee/Council; Board Member/Vice President; 4/1/2019; 4 HR/MO for both; Organization led by Utah State Farm agents to recognize and reward State Farm agent team members for the production of life insurance. We will collect dues paid by agents and use those dues to host a gala in 2020 to recognize the qualifying team members. Make deposits in the checking account, Pay bills/Co-Signor on checking account. 2) Rise HiER; Non-investment-related; 3177 Macintosh Way, Pleasant View, UT 84414; Education; Coaching; None; 06/02/2025;3;0; Coaching program available to help women develop talents and habits and skills needed to enter work force or open a business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
S63 Uniform Securities Agent State Law Examination 2007-09-01
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16
  • S63 Uniform Securities Agent State Law Examination
    2007-09-01
Other Names
  • Kallee Freeman

View on SEC IAPD

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