Kelly Ann O'BRien

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

• 04/2013 → 10/2017
  State Farm Insurance
  Savannah, GA
• 04/2013 → 10/2017
  State Farm Vp Management Corp.
  Savannah, GA
• 10/2017 → 09/2018
  State Farm Vp Management Corp.
  Bloomington, IL
• 10/2017 → 09/2018
  State Farm Insurance
  Bloomington, IL
• 09/2018 → 07/2021
  State Farm Vp Management Corp.
  Brighton, MI
• 09/2018 → 07/2021
  State Farm Insurance
  Brighton, MI
• 08/2021 → 02/2022
  State Farm Vp Management Corp.
  Novi, MI
• 08/2021 → 02/2022
  State Farm Insurance
  Novi, MI
• 02/2022 → 03/2022
  State Farm Insurance
  Murrells Inlet, SC
• 02/2022 → 03/2022
  State Farm Vp Managment Corp
  Murrells Inlet, SC
• 04/2022 → Present
  State Farm Vp Management Corp
  Myrtle Beach, SC
• 04/2022 → Present
  Kelly O'BRien Insurance Agency
  Myrtle Beach, SC
• 09/2022 → Present
  State Farm Investment Management Corp
  Myrtle Beach, SC

Other Businesses

1) Neighbor to Neighbor; Non-investment-related; 921 N Kings Hwy Myrtle Beach SC 29577; Association/Committee/Council; Board Member; None; 05/18/2023; 5; 2; Recruit volunteers, this is a non-profit that provides transportation and companionship for the elderly in the area. 2) Neighbor To Neighbor; Investment-Related; 350 Hilton Rd #100 Myrtle Beach, SC 29572; Investment or Commercial Property; Owner; None; 02/05/2025; 3; 0; Member of a Finance Committee

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Designations

• Chartered Financial Consultant

Other Names

• Kelly Ann Bobseine