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Bryan Michael Frey

State Farm Investment Management Corp.

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About Bryan Michael Frey

Bryan Michael Frey is a financial professional with over 20 years of experience in the financial services industry. Bryan has served as an Investment Advisor Representative for State Farm Investment Management Corp. since October 2018. Prior to joining State Farm Investment Management Corp., Bryan was employed by State Farm VP Management Corp. from August 2007 to December 2009. Prior to that, Bryan was employed by Lincoln Financial Distributors, Inc. from May 2005 to July 2007. Bryan's professional experience also includes time with Morgan Stanley DW Inc. Bryan holds Series 7, 31, 63, 66 and SIE licenses. Bryan is a licensed agent in Pennsylvania.

Firm Information

Bryan Frey 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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Bryan Frey’s Registration & Firm History

PA

10/30/2018 - Present

State Farm Investment Management Corp. (Newtown Square PA)

PA

08/07/2007 - 12/21/2009

STATE FARM VP MANAGEMENT CORP. (CONCORDVILLE PA)

PA

05/10/2005 - 07/26/2007

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)

NY

08/31/2001 - 04/05/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/23/2001

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 09/21/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 08/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Michael Frey.
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