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Curtis S Gilbert

Investment Adviser Representative at State FARM Investment Management Corp.

Port St Lucie, FLCRD #2914738Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Curtis S. Gilbert is an investment adviser representative with State FARM Investment Management Corp. in Port St Lucie, FL, where they have been registered since 2018. They have worked in the securities industry since 1997. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/20/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/10/1997
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/16/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

State FARM Investment Management Corp.Current
10/22/2018 – Port St Lucie, FL
State FARM VP Management Corp.Current
11/19/1997 – Port St Lucie, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. State FARM VP Management Corp
    Mar 2013 – Apr 2022Jupiter, FL
  2. State FARM Insurance
    Mar 2013 – Apr 2022Jupiter, FL
  3. State FARM Investment Management Corp.
    Sep 2018 – Apr 2022Jupiter, FL
  4. State Farm VP Management Corp
    Apr 2022 – Apr 2026Palm City, FL
  5. State Farm Investment Management Corp
    Apr 2022 – Apr 2026Palm City, FL
  6. State Farm Insurance
    Apr 2022 – Jan 2026Palm City, FL
  7. State Farm Insurance
    Jan 2026 – Apr 2026Palm City, FL
  8. Curtis Gilbert's Insurance Agency
    Apr 2026 – no end date reportedPort Saint Lucie, FL
  9. State Farm Investment Management Corp
    Apr 2026 – no end date reportedPort Saint Lucie, FL
  10. State FARM VP Management Corp
    Apr 2026 – no end date reportedPort Saint Lucie, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About State FARM Investment Management Corp.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment Companies

Client types the firm serves

IndividualsHigh Net WorthInvestment Companies

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7,007
Offices listed on AdvisorFinder:
1
Main office:
Bloomington, IL
SEC file number:
801-8184

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis S Gilbert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Curtis S Gilbert (State FARM Investment Management)