Corey Michael Beard

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

• 01/2020 → 07/2024
  Payton Logan Insurance Agency
  Kansas City, MO
• 05/2023 → 08/2023
  Paradise Water Sports
  Osage Beach, MO
• 03/2019 → 01/2020
  Voss Distribution
  Jefferson City, MO
• 05/2018 → 03/2019
  Kent Bentledge Construction Company
  Jefferson City, MO
• 08/2015 → 05/2018
  Delta State University
  Cleveland, MS
• 09/2023 → 07/2024
  State Farm Vp Management Corp.
  Kansas City, MO
• 08/2023 → 07/2024
  Nicholas Mortallaro's Insurance Agency
  Grain Valley, MO
• 09/2023 → 07/2024
  State Farm Vp Management Corp.
  Grain Valley, MO
• 07/2024 → 12/2024
  State Farm Vp Management Corp.
  Jefferson City, MO
• 07/2024 → 12/2024
  State Fam Investment Management Corp
  Jefferson City, MO
• 07/2024 → 12/2024
  State Farm Insurance
  Jefferson City, MO
• 01/2025 → Present
  Corey Beard Insurance Agency
  Sanford, NC
• 01/2025 → Present
  State Fam Investment Management Corp
  Sanford, NC
• 01/2025 → Present
  State Farm Vp Management Corp.
  Sanford, NC

Other Businesses

1) Corey Beard Insurance Agency; Investment-related; 1512 S Horner Blvd Sanford, NC 27330-5632; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-29
• S63 Uniform Securities Agent State Law Examination
  2023-12-08