Kelly Sturdivant Wright

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:

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-05-06
AZ	RA	APPROVED	2025-05-01
CA	RA	APPROVED	2025-04-16

OR RA
APPROVED

Since 2025-05-06
AZ RA
APPROVED

Since 2025-05-01
CA RA
APPROVED

Since 2025-04-16

Branch Locations

5273 College Ave Suite 101, Oakland, CA 94618 • United States

Rohnert Park, CA • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
State Farm Vp Management Corp	Oakland	CA	06/2011	Present
Kelly Wright Insurance Agency	Oakland	CA	06/2011	Present
State Farm Investment Management Corp	Oakland	CA	04/2025	Present

06/2011 → Present

State Farm Vp Management Corp

Oakland, CA
06/2011 → Present

Kelly Wright Insurance Agency

Oakland, CA
04/2025 → Present

State Farm Investment Management Corp

Oakland, CA

Other Businesses

1. Kelly Wright's Insurance Agency; Insurance Agency; Investment-related; 5273 College Ave Ste 101 Oakland, CA 94618-2807; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2011; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-07-24

S63 Uniform Securities Agent State Law Examination

2010-07-24

Designations

Chartered Financial Consultant

Other Names

Kelly Renee Sturdivant

View on SEC IAPD