Traci Lynn Plemons

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

• 01/2015 → 05/2018
  Traci Plemons Insurance Agency
  Independence, MO
• 01/2015 → 05/2018
  State Farm Vp Management Corp
  Independence, MO
• 06/2018 → Present
  Traci Plemons Insurance Agency
  Waco, TX
• 06/2018 → Present
  State Farm V.P. Management Corp.
  Waco, TX
• 08/2018 → Present
  State Farm Investment Management Corp
  Waco, TX

Other Businesses

1) Twisted Sisters Waco LLC; non-investment-related; 115 Mary Ave Suite 106 Waco TX 76701; Partner and vice president; 10/20/2021; 4;2; Control of the checkbook, review bank statements and lending and borrowing activities. Make deposits in the checking account. pay bills and co signor on the checking account. 2) Traci Plemons's Insurance Agency; Insurance Agency; Investment-related; 8809 Woodway Dr Waco, TX 76712-3634; Service Industry; Owner; President; 10/01/2025; 90; 32; Service customers and supervise employees 3) Marcos Pizza; non-investment-related; 5252 Monroe St Toledo OH 43623; Retail; Partner; Officer; Vice President; 04/17/2023; 4; 0; Serve Pizza, I will be a silent partner. This will be my husband's full-time job

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-02

Designations

• Chartered Financial Consultant

Other Names

• Traci Lynn Connolly
• Traci Lynn Plemons
• Traci Lynn Gerner
• Traci Lynn Connolly
• Traci Lynn Gerner