Adam Richard Kase

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

• 01/2018 → Present
  Adam Kase Insurance Agency
  Phoenix, AZ
• 08/2019 → Present
  State Farm Vp Management Corp.
  Phoenix, AZ
• 08/2017 → 12/2017
  State Farm Insurance
  Scottsdale, AZ
• 01/2016 → 03/2017
  State Farm Insurance
  Stephens City, VA
• 04/2017 → 08/2017
  State Farm Insurance
  Austin, TX
• 10/2021 → Present
  State Farm Investment Management Corp
  Phoenix, AZ

Other Businesses

1) Adam Kase's Insurance Agency; Insurance Agency; Investment-related; 3240 E Union Hills Dr Ste 173 Phoenix, AZ 85050-2686; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2018; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-30

Designations

• Chartered Financial Consultant