Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gross is a financial advisor with State Farm Investment Management Corp. in Weeping Water, NE. Brian has been working in the financial industry since 1999, providing investment advice to individuals and investment companies. Brian is also a registered insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. In addition to his work with State Farm, Brian is a board member of the Syracuse Area Health Foundation and a member of the Iowa Agency Resource Group - Team Member Hall of Fame Board. Brian is committed to helping his clients 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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NE
08/05/2020 - Present
State Farm Investment Management Corp. (Weeping Water NE)
NE
02/15/2011 - 12/19/2016
CETERA ADVISORS LLC (OMAHA NE)
NE
05/02/2008 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
NE
04/06/2006 - 05/08/2008
MULTI-FINANCIAL SECURITIES CORPORATION (OMAHA NE)
NE
11/22/2000 - 04/20/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
07/17/1998 - 12/15/2000
EDWARD JONES (ST. LOUIS MO)
NJ
12/04/1997 - 07/15/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NE
07/02/1996 - 11/18/1997
AMERITRADE (BELLEVUE NE)
IA
Issued 07/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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