Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bartz is a registered investment advisor representative with State Farm Investment Management Corp. Brian is also a registered insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Brian has been in the financial services industry for over 10 years. Brian specializes in providing financial advice to individuals and investment companies. Brian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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WI
04/22/2024 - Present
State Farm Investment Management Corp. (Wales WI)
IA
Issued 04/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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