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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
PA RA APPROVED 2022-05-17
  • PA RA
    APPROVED
    Since 2022-05-17

Branch Locations

1121 Boyce Rd Ste 2400-A, Pittsburgh, PA 15241-3939 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Burlington WA 09/2013 01/2017
Pruco Securities Llc Bellevue WA 01/2017 05/2017
The Prudential Insurance Company Of America Bellevue WA 01/2017 05/2017
Hornor Townsend & Kent Inc Horsham PA 06/2017 08/2017
Penn Mutual Life Insurance Company Horsham PA 06/2017 08/2017
E*Trade Securities Llc Seattle WA 11/2017 11/2018
E*Trade Capital Management Llc Seattle WA 11/2017 11/2018
Chevrolet Of Everett Everett WA 08/2017 11/2017
Equity Services Inc Montpelier VT 01/2019 04/2019
National Life Group Snohomish WA 01/2019 04/2019
Edward Jones St. Louis MO 04/2019 08/2020
Citizens Securities, Inc. Mcmurray PA 08/2020 11/2021
State Farm Insurance Pittsburgh PA 11/2021 03/2022
William Kern Insurance Agency Pittsburgh PA 04/2022 Present
State Farm Vp Management Corp Pittsburgh PA 05/2022 Present
State Farm Investment Management Corp Pittsburgh PA 04/2022 Present
  • 09/2013 → 01/2017
    Key Investment Services
    Burlington, WA
  • 01/2017 → 05/2017
    Bellevue, WA
  • 01/2017 → 05/2017
    The Prudential Insurance Company Of America
    Bellevue, WA
  • 06/2017 → 08/2017
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 06/2017 → 08/2017
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 11/2017 → 11/2018
    E*Trade Securities Llc
    Seattle, WA
  • 11/2017 → 11/2018
    E*Trade Capital Management Llc
    Seattle, WA
  • 08/2017 → 11/2017
    Chevrolet Of Everett
    Everett, WA
  • 01/2019 → 04/2019
    Montpelier, VT
  • 01/2019 → 04/2019
    National Life Group
    Snohomish, WA
  • 04/2019 → 08/2020
    St. Louis, MO
  • 08/2020 → 11/2021
    Mcmurray, PA
  • 11/2021 → 03/2022
    State Farm Insurance
    Pittsburgh, PA
  • 04/2022 → Present
    William Kern Insurance Agency
    Pittsburgh, PA
  • 05/2022 → Present
    State Farm Vp Management Corp
    Pittsburgh, PA
  • 04/2022 → Present
    Pittsburgh, PA
Previous Registrations
Other Businesses

1) Bill Kern Insurance Agency; Investment-related; 1121 Boyce Rd., Ste 2400A, Pittsburgh, PA 15241-3939; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/17/2022; 80; 80; Service customers and supervise employees 2) Rotary Club of McMurray; non-investment-related; P.O. Box 1291McMurray PA 15317; Association/Committee/Council; Officer; President; 06/21/2023; 15; 0; Rotary is a worldwide organization who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. In more than 160 countries worldwide, approximately 1.4 million Rotarians belong to more than 30,000 Rotary clubs. The world's Rotary clubs meet regularly and are nonpolitical, nonreligious, and open to all cultures, races, and creeds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-08
  • S66 Uniform Combined State Law Examination
    2009-07-08
Other Names
  • William Eric Kern
  • William E Kern
  • Bill Kern

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