Kathleen C Banse

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

• 06/2010 → Present
  Kathleen Banse Insurance Agency
  Bulverde, TX
• 06/2010 → Present
  State Farm Vp Management Corp.
  Bulverde, TX
• 08/2018 → Present
  State Farm Investment Management Corp
  Bulverde, TX
• 03/2019 → 12/2019
  Kathleen Branse Insurance Agency
  San Antonio, TX

Other Businesses

1) Bulverde Spring Branch Economic Development Foundation; non-investment related; 36101 FM 3159, New Braunfels, TX 78132; Public Service; director; 1/1/16; no duties; 1 hr/mo; 0 hrs/mo. 2) Good Neighbor LLC; Investment related; 33200 Hwy 281 N Bulberde TX 78163; Investment or Commercial Property; Owner, President; 06/01/2010; 0;0 3) Kathleen Banse's Insurance Agency; Insurance Agency; Investment-related; 33200 Us Highway 281 N Bulverde, TX 78163-3125; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-03
• S63 Uniform Securities Agent State Law Examination
  2005-12-16

Other Names

• Kathleen Cameron
• Kathy Cameron
• Kathleen Cameron-Banse
• Kathleen N
• Kathleen C Banse