Katherine Stevenson

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

• 03/2023 → 09/2023
  State Farm Insurance
  Margate, FL
• 03/2023 → 09/2023
  State Farm Vp Management Corp.
  Margate, FL
• 12/2019 → 02/2023
  State Farm Insurance
  Margate, FL
• 08/2019 → 12/2019
  Scissortail Building Supply
  Tulsa, OK
• 06/2016 → 05/2019
  Sara Stevenson Insurance Agency
  Gladstone, MO
• 03/2023 → 09/2023
  State Farm Investment Management Corp
  Margate, FL
• 09/2023 → Present
  Kat Stevenson Insurance Agency
  Fort Lauderdale, FL
• 09/2023 → Present
  State Farm Vp Management Corp
  Fort Lauderdale, FL
• 09/2023 → Present
  State Farm Investment Management Corp
  Fort Lauderdale, FL

Other Businesses

1) Kat Stevenson's Insurance Agency; Investment-related; 1505 E Commercial Blvd Fort Lauderdale, FL 33334; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2023; 80; 80; Service customers and supervise employees 2) HAWKSS Holdings; Investment-Related; 1541 NW 64th Ave, Margate, FL 33063; Investment or Commercial Property; officer; 5/1/2021; 0; 0; none.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-14

Other Names

• Katherine Wagner