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Brian Dennis Casey

State Farm Investment Management Corp.

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About Brian Dennis Casey

Brian Casey is a financial advisor with over 20 years of experience in the industry. Brian has been registered with State Farm Investment Management Corp. since August 2018. Previously, Brian was registered with Wachovia Securities, LLC and Legg Mason Wood Walker, Incorporated. Brian holds the Series 66, Series 7 and Series 6TO licenses. Brian also holds the Chartered Financial Consultant designation. Brian is based in Mobile, Alabama and is also registered with the State of Alabama.

Firm Information

Brian Casey 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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Brian Casey’s Registration & Firm History

AL

08/08/2018 - Present

State Farm Investment Management Corp. (Mobile AL)

AL

12/16/2005 - 01/17/2007

WACHOVIA SECURITIES, LLC (BAY MINNETTE AL)

MO

03/04/2003 - 01/05/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MD

02/15/2001 - 11/07/2002

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 03/14/2001

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 02/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Dennis Casey.
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