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Brad Phillip Budka

State Farm Investment Management Corp.

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About Brad Phillip Budka

Brad Budka is a financial advisor who has been working in the industry since 2014. Brad is registered to provide investment advice in Michigan. Brad is a Chartered Financial Consultant. Brad currently works for State Farm Investment Management Corp., where Brad has been employed since June 2021. Brad also has experience working for State Farm VP Management Corp. and State Farm Insurance. Brad is currently licensed to provide investment advice for individuals and investment companies.

Firm Information

Brad Budka 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 Budka’s Registration & Firm History

MI

06/23/2021 - Present

State Farm Investment Management Corp. (Commerce Township MI)

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Licenses & Designations

BC

Issued 08/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2014

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 Phillip Budka.
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