Ashlee Loftis Kennedy

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

• 09/2014 → Present
  Ashlee Kennedy Insurance Agency
  Crescent Springs, KY
• 09/2014 → Present
  State Farm Vp Management Corp
  Crescent Springs, KY
• 06/2023 → Present
  State Farm Investment Management Corp
  Crescent Springs, KY
• 07/2026 → Present
  State Farm Investment Management Corp
  Union, KY
• 07/2026 → Present
  Ashlee Kennedy Insurance Agency
  Union, KY
• 07/2026 → Present
  State Farm Vp Management Corp
  Union, KY

Other Businesses

1) Ashlee Kennedy's Insurance Agency; Insurance Agency; Investment-related; 327 Terry Ln Crescent Springs, KY 41017-1610 and 9024 Old Union Rd., Union, KY 41091; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2014; 80; 80; Service customers and supervise employees 2) Hero Night Festival; non-investment-related; 327 Terry Lane, Fort Mitchell, KY, 41017; This is a huge community event in which we started in 2019. It started as event that was used to honor our local fire and police departments around safety. ; 5/10/2022; 2; 1; Organize event in terms of logistics. 3) Girl Scout Troop Leader; non-investment-related; 2474 Lorraine Ctr Crescent Springs KY 41017; membership/civic/fraternal organization; other; president; 09/01/2022; 2; 0; Leading girl scout troop. Hosting meetings at school once a month; Will be fundraising for cookie sales in the year. Setting up bank account through Girl Scout organization for these sales. My name will be on the bank account. 4) Cavalier Call; non-investment-related; 2447 Lorraine Ct Crescent Springs KY 41017; Education; Other; Chairman; 08/12/2024; 3; 0; Volunteer for children's school fundraiser committee Chair of committee, run the committee; no ties to any bank account, not even access to bank accounts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-09

Designations

• Chartered Financial Consultant

Other Names

• Ashlee Ann Loftis