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Brady Lee Schroeder

State Farm Investment Management Corp.

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About Brady Lee Schroeder

Brady Schroeder is an investment advisor representative with State Farm Investment Management Corp. Brady is registered in Illinois and has been in the industry since March 2018. Brady Schroeder has Series 63, 65, 6TO, and SIE licenses and has been actively registered with the Securities and Exchange Commission (SEC) since May 2022. Brady Schroeder provides portfolio management for individuals and investment companies.

Firm Information

Brady Schroeder 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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Brady Schroeder’s Registration & Firm History

IL

08/21/2024 - Present

State Farm Investment Management Corp. (Springfield IL)

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Licenses & Designations

IA

Issued 08/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2022

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

BC

Issued 12/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brady Lee Schroeder.
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