Casey Lee Clark

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

• 06/2016 → 02/2019
  University Federal Credit Union
  Austin, TX
• 03/2019 → 12/2021
  Jessie Mcconchie Insurance Agency
  Austin, TX
• 08/2021 → 12/2021
  State Farm Vp Management Corp
  Austin, TX
• 12/2021 → 04/2022
  State Farm Insurance
  Wimberley, TX
• 12/2021 → 04/2022
  State Farm Vp Management Corp
  Wimberley, TX
• 05/2022 → Present
  State Farm Vp Management Corp
  Austin, TX
• 05/2022 → Present
  Casey Clark Insurance Company
  Austin, TX
• 06/2023 → Present
  State Farm Investment Management Corp
  Austin, TX

Other Businesses

1) Casey Clark Insurance Agency; Investment-related; 5316 W Highway 290, Ste 350, Austin, TX 78735-8941; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2022; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-20
• S63 Uniform Securities Agent State Law Examination
  2021-12-07