Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
17yrs
William Kern
Full name on record: William Eric Kern
Financial advisor at State Farm Investment Management
Based in Pittsburgh, Pennsylvania, William Kern is a fiduciary financial advisor with 17 years of industry experience. William joined State Farm Investment Management in 2022, after a year at Citizens Securities and a year at Edward Jones. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 63% of advisors at State Farm Investment Management
Office1121 Boyce Rd Suite 2400-A, Pittsburgh, PA 15241
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowState Farm Investment Management Corp.Current firm
- Aug 2020 – Nov 2021Citizens Securities, Inc.Previously
- May 2019 – Aug 2020Edward JonesPreviously
- Jan 2019 – Apr 2019Equity Services, Inc.Previously
- Dec 2017 – Nov 2018Harrisdirect LLCPreviously
- Jan 2017 – May 2017Pruco Securities, LLC.Previously
- 2013 – 2017Key Investment Services LLCPreviously
- 2009 – 2013MerrillPreviously
Contact William
Local office(724) 941-1700Ask for William. (800) 447-0740Main office · Bloomington, IL 1121 Boyce Rd Suite 2400-APittsburgh, PA 15241Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (724) 941-1700 or the State Farm Investment Management main office at (800) 447-0740, and ask for William Kern.
How long has William been a financial advisor?
William has been in the industry since 2009, about 17 years. More experience than 63% of advisors at State Farm Investment Management.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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