Kari Bird

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

• 02/2019 → 04/2023
  State Farm Insurance
  Richmond, TX
• 02/2018 → 02/2019
  Ricky Mique Insurance Agency
  Katy, TX
• 09/2013 → 02/2018
  State Farm Insurance
  Dallas, TX
• 04/2023 → 10/2023
  State Farm Insurance
  Richmond, TX
• 04/2023 → Present
  State Farm Vp Management Corp
  Richmond, TX
• 04/2023 → Present
  State Farm Investment Management Corp
  Richmond, TX
• 11/2023 → Present
  Kari Bird Insurance Agency
  Richmond, TX

Other Businesses

1) Kari Bird Insurance Agency; Investment-related; 1601 Main St Ste 406 Richmond, TX 77469-3244; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2023; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-20
• S65 Uniform Investment Adviser Law Examination
  2023-01-19

Other Names

• Kari Burns