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Brad Alan Phelps

State Farm Investment Management Corp.

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About Brad Alan Phelps

Brad Alan Phelps is a financial professional with over 20 years of experience in the financial services industry. Brad is a registered representative of State Farm Investment Management Corp. Brad has a broad range of experience, having previously worked with firms such as UBS PaineWebber Inc. and J.C. Bradford & Co. Brad's experience includes securities, investment company products and variable contracts, and financial planning. Brad holds the Series 7, 6, 63, and 66 licenses. Brad is also a Chartered Financial Consultant.

Firm Information

Brad Phelps is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Phelps’s Registration & Firm History

FL

04/29/2022 - Present

State Farm Investment Management Corp. (Pensacola FL)

CT

02/22/2005 - 07/13/2005

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

IL

07/08/2002 - 03/01/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NJ

08/14/2000 - 06/13/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

05/26/2000 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

WI

08/21/1997 - 02/27/1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 06/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brad Alan Phelps.
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