Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Panama City Beach, FL 32413
Credentials
Series 65, Series 66
Industry experience
14 years
Mark Kinkade is a financial advisor with State Farm Investment Management Corp., holding Series 65 and Series 66 licenses and 14 years of industry experience. He has held various roles within State Farm entities since 2013 and owns the Mark Kinkade Insurance Agency. Outside of financial services, he owns Total Laundry Services of PCB, a laundromat offering self-service and wash/dry/fold options. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios, serving individual and retirement accounts with a mix of low-cost ETFs and actively managed mutual funds. The firm operates a retail wrap-fee program and manages portfolios on a discretionary basis with automated rebalancing and tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
16821 Panama City Beach Pkwy
Panama City Beach, FL 32413
Florida
State Farm Investment Management Corp
2026 - Present (1 year)
State Farm VP Management Corp
2026 - Present (1 year)
State Farm VP management Corp.
2018 - 2025 (7 years)
Mark Kinkade Insurance Agency
2016 - Present (10 years)
State Farm Insurance
2016 - 2016 (1 year)
State Farm VP management Corp.
2013 - 2016 (3 years)
Jim Dickerson Insurance Agency
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Panama City Beach, FL
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CFP®, Series 63
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ChFC®, Series 63, Series 65
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Series 65
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CPA Group Investment Management, LLC
Series 65
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Allstreet Wealth
CFA®, Series 63, Series 65
Panama City Beach, FL
Tradition Investment Management, LLC
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