Kendra Renee Gries

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
WY	RA	APPROVED	2022-02-18
AZ	RA	APPROVED	2022-02-10
OK	RA	APPROVED	2022-02-07
NM	RA	APPROVED	2022-02-04
KS	RA	APPROVED	2022-02-03
NE	RA	APPROVED	2022-02-03
UT	RA	APPROVED	2022-02-03
CO	RA	APPROVED	2021-06-07

WY RA
APPROVED

Since 2022-02-18
AZ RA
APPROVED

Since 2022-02-10
OK RA
APPROVED

Since 2022-02-07
NM RA
APPROVED

Since 2022-02-04
KS RA
APPROVED

Since 2022-02-03
NE RA
APPROVED

Since 2022-02-03
UT RA
APPROVED

Since 2022-02-03
CO RA
APPROVED

Since 2021-06-07

Branch Locations

13540 Northgate Estates Ste. 200, Colorado Springs, CO 80921 • 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 No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kendra Gries Insurance Agency	Colorado Springs	CO	12/2013	Present
State Farm Vp Management Corp.	Colorado Springs	CO	12/2013	Present
State Farm Investment Management Corp.	Colorado Springs	CO	08/2018	Present

12/2013 → Present

Kendra Gries Insurance Agency

Colorado Springs, CO
12/2013 → Present

State Farm Vp Management Corp.

Colorado Springs, CO
08/2018 → Present

State Farm Investment Management Corp.

Colorado Springs, CO

Other Businesses

1) Skylex, LLC.; INVESTMENT-RELATED 17536 Saddle Ridge Ct., Monument, CO 80132; Non-Investment Related; Investment Property; President; 11/18/2016; 1; 0; I will be in charge of collecting the rent check from tenants and depositing it into checking account. Also, I will be paying the mortgage. Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. 2) BJKBG, LLC; Non-Investment-Related; 17536 Saddle Ridge Ct, Monument, CO 80132; Residential Real Estate; Partner; 1/25/2018; 1; 0; Collect monthly rent checks, deposit into checking account, pay bills out of account. 3) Skylex2, LLC; investment-related; 17536 Saddle Ridge Ct Monument, CO 80132; Investment or Commercial Property; Owner/President; 1/18/2018; 1; 0; Collect monthly checks from tenants, deposit into account, pay bills out of account. 4) DKS, LLC; investment-related; 17536 Saddle Ridge Ct Monument, CO 80132; Investment or Commercial Property; Owner/President; 8/14/2017; 1; 0; Collect monthly checks from tenants, deposit into account, pay bills out of account. 5) Gries Family; non-investment-related; 17536 Saddle Ridge Ct, Monument, CO 80132; public charity; 1; 1; Director and COO, solicit volunteers and promote and coordinate activities. 6) Kendra Gries's Insurance Agency; Insurance Agency; Investment-related; 13540 Ngate Est Dr Ste 200 Colorado Springs, CO 80921-7652; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2013; 80; 80; Service customers and supervise employees 7) Sky's Oasis, LLC; investment-related; 240 Overlook Dr, Miramar Beach, FL 32550; investment or commercial property; owner; 9/6/2022; 1; 0; none. 8) Skylexcrew, LLC; investment-related; 5780 E Woodmen Rd Unit 130, Colorado Springs, CO 80920; Commercial Property; Owner; 04/24/2023; 1;0; Control of checkbook, pay bills.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-01

S63 Uniform Securities Agent State Law Examination

2022-02-01

Designations

Chartered Financial Consultant

Other Names

Kendra Berch Gries
Kendra Renee Berch

View on SEC IAPD