Kristel Janell Tate

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

• 07/2011 → 09/2016
  Eddy Ohlenburg Insurance Agency
  Midland, TX
• 09/2016 → 06/2019
  French Press Cafe
  Odessa, TX
• 07/2019 → 05/2025
  Lara Sandlin Insurance Agency
  Midland, TX
• 08/2023 → 05/2025
  State Farm Vp Managment Corp
  Midland, TX
• 09/2024 → 05/2025
  State Farm Investment Management Corp
  Midland, TX
• 05/2025 → 10/2025
  State Farm Investment Management Corp
  Odessa, TX
• 05/2025 → 10/2025
  State Farm Vp Managment Corp
  Odessa, TX
• 05/2025 → 10/2025
  State Farm Insurance
  Odessa, TX
• 10/2025 → Present
  State Farm Investment Management Corp
  Midland, TX
• 10/2025 → Present
  State Farm Vp Managment Corp
  Midland, TX
• 10/2025 → Present
  Kristel Tate Insurance Agency
  Midland, TX

Other Businesses

1) Kristel Tate's Insurance Agency; Investment-related; 3211 W Wadley Ave Ste 12 Midland, TX 79705-6227; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2025; 80; 80; Service customers and supervise employees 2) KJristel Tate independent Mary Kay consultant; non-investment-related; 1209 E 49th St. Odessa, TX. 79762; Retail; Distributor/Sale Representative; None; 10/01/2025; 1;0; Personal use consultant no sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-31
• S63 Uniform Securities Agent State Law Examination
  2023-11-25

Other Names

• Kristel Janell Gutierrez
• Kristel Janell Dye