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Kristopher Nicholas Lee

State Farm Investment Management Corp.

Tulsa, OK

CRD 4707428

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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

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-23
OK RA APPROVED 2026-07-16
  • LA RA
    APPROVED
    Since 2026-07-23
  • OK RA
    APPROVED
    Since 2026-07-16

Branch Locations

1660 E 71St St Ste 2H, Tulsa, OK 74136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horace Mann Investors Tulsa OK 10/2003 04/2021
Nickey Lee Insurance Agency Tulsa OK 04/2021 Present
State Farm Vp Managment Corp Tulsa OK 11/2021 Present
State Farm Investment Management Corp Tulsa LA 07/2026 Present
  • 10/2003 → 04/2021
    Horace Mann Investors
    Tulsa, OK
  • 04/2021 → Present
    Nickey Lee Insurance Agency
    Tulsa, OK
  • 11/2021 → Present
    State Farm Vp Managment Corp
    Tulsa, OK
  • 07/2026 → Present
    Tulsa, LA
Other Businesses

Kristopher Nickey Lee Insurance Agency; Investment-related;1660 E 71st St Ste 2H Tulsa, OK 74136-5191; Insurance (State Farm Mutual Automobile Insurance CompIany and its affiliates); Owner; Agent;09/01/2021 ; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 2011-11-16
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    2011-11-16
Other Names
  • Kristopher Nicholas Lee
  • Nickey Lee

View on SEC IAPD

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