linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Edmund Poetter

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Edmund Poetter

Brian Poetter is a financial advisor with State Farm Investment Management Corp. Brian has been in the financial services industry since 2017 and is registered with both the state of Ohio and the Financial Industry Regulatory Authority (FINRA). Brian is a Series 6, Series 26, and Series 63 licensed financial advisor. He has a background in investment advisory services, focusing on portfolio management for individuals and investment companies. Brian also has experience in various business ventures, including owning rental properties, and providing education and training in the sport of cornhole.

Firm Information

Brian Poetter 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Poetter’s Registration & Firm History

OH

02/22/2022 - Present

State Farm Investment Management Corp. (Perrysburg OH)

IN

12/05/2018 - 07/29/2020

W&S BROKERAGE SERVICES, INC. (MERRILLVILLE IN)

IN

04/25/2016 - 06/18/2018

FARMERS FINANCIAL SOLUTIONS, LLC (MERRILLVILLE IN)

Not sure if Brian Edmund Poetter is right for you?

Licenses & Designations

IA

Issued 02/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Edmund Poetter.
Not sure if Brian Edmund Poetter is right for you?