Callie Rose Richard

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

• 01/2022 → Present
  Matt Dill's Insurance Agency
  Waco, TX
• 10/2020 → 01/2022
  Kim Austin Insurance Agency
  Abilene, TX
• 07/2020 → 10/2020
  Clayton Sogard Insurance Agency
  Abilene, TX
• 03/2018 → 07/2020
  Western Surplus Lines Agency
  Abilene, TX
• 09/2016 → 02/2017
  National Ropers Supply
  Decatur, TX
• 01/2016 → 09/2016
  Boyd Medicine Store
  Boyd, TX
• 11/2024 → Present
  State Farm Vp Management Corp.
  Waco, TX
• 03/2017 → 03/2018
  Unemployed
  Abilene, TX
• 04/2026 → Present
  State Farm Investment Management Corp
  Waco, TX

Other Businesses

Matt Dill's Insurance Agency; Investment-related; 1221 Hewitt Dr Ste C Waco, TX 76712; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member;01/17/2022; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-04
• S63 Uniform Securities Agent State Law Examination
  2025-02-09