Kellen Bergh
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kellen Bergh is an investment adviser representative with State FARM Investment Management Corp. in Star, ID, where they have been registered since 2026, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Idaho.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
- Broker:
1 state or territory
Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Monte S Folsom's Insurance AgencyMay 2024 – Aug 2026Star, ID
- Mick Quinn State FarmJul 2023 – Apr 2024Willmar, MN
- Grandstay Hotel & ConferenceJan 2022 – Jul 2023Spicer, MN
- State Farm VP Management Corp.Feb 2026 – Aug 2026Star, ID
- JEC ConstructionJan 2021 – Jan 2022Waterville, MN
- Green Mill RestaurantJan 2017 – Jan 2021Willmar, MN
- Bergh's Fabricating Inc.Jan 2016 – Jan 2017Willmar, MN
- State Farm Investment Management CorpMar 2026 – Aug 2026Star, ID
- Monte S Folsom's Insurance AgencyMar 2026 – Aug 2026Boise, ID
- State Farm VP Management Corp.Mar 2026 – Aug 2026Boise, ID
- State Farm Investment Management CorpMar 2026 – Aug 2026Boise, ID
- State Farm VP Management Corp.Aug 2026 – no end date reportedMeridian, ID
- State Farm Investment Management CorpAug 2026 – no end date reportedMeridian, ID
- State Farm InsuranceAug 2026 – no end date reportedMeridian, ID
Official records & sources
Data as of June 29, 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
Client types the firm serves
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 profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kellen Bergh 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.
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