Unclaimed
Brett Crandell is an investment advisor representative at State Farm Investment Management Corp., with offices in Bloomington, IL and Danville, IL. Brett is licensed to provide investment advisory services in Illinois and Indiana. Brett has been working in the financial services industry since 2014. Brett holds Series 63 and 65 licenses. Brett also holds Series 6TO and SIE licenses. Brett is also the owner of Brett Crandell Insurance Agency, where Brett provides insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/12/2024 - Present
State Farm Investment Management Corp. (Bloomington IL)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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