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Brian Michael Anastasio

State Farm Investment Management Corp.

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About Brian Michael Anastasio

Brian Anastasio is a registered investment advisor representative with State Farm Investment Management Corp., a company specializing in investment management for individuals and investment companies. Brian has been in the financial services industry since 1998 and holds the Series 6, 7, 63, 65 and SIE licenses. Brian is also a Chartered Financial Consultant. Brian has held various roles in the financial services industry, including as an agent at Brian Anastasio's Insurance Agency. Brian is currently registered with the state of New Mexico.

Firm Information

Brian Anastasio 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 Anastasio’s Registration & Firm History

NM

08/10/2018 - Present

State Farm Investment Management Corp. (Albuquerque NM)

NM

11/13/2002 - 08/01/2007

PLANMEMBER SECURITIES CORPORATION (ALBURQUERQUE NM)

MN

04/18/2000 - 11/18/2002

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

NE

10/11/1999 - 04/13/2000

FREEDOM FINANCIAL, INC. (OMAHA NE)

CT

07/23/1999 - 10/08/1999

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

OH

08/31/1998 - 07/30/1999

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 12/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1998

Series 63 - Uniform Securities Agent 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 08/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Anastasio.
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