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Joseph Aloysius Gottbrath

State Farm Investment Management Corp.

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About Joseph Aloysius Gottbrath

Joseph Aloysius Gottbrath is a financial professional with over 30 years of experience in the financial services industry. Joseph is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Joseph has been with the firm since 2018, and has held various positions in the industry. Joseph is also the owner and operator of Joseph Gottbrath’s Insurance Agency, which provides insurance services to clients. Joseph has a wide range of experience in the financial services industry, and is dedicated to providing his clients with personalized financial advice and services.

Firm Information

Joseph Gottbrath 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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Joseph Gottbrath’s Registration & Firm History

KY

04/03/2023 - Present

State Farm Investment Management Corp. (LOUISVILLE KY)

FL

09/18/1989 - 10/17/1991

RISE, INC. (LAKELAND FL)

NA

02/25/1982 - 06/10/1985

BLACKBURN-SANFORD INCORPORATED

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Licenses & Designations

BC

Issued 07/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Aloysius Gottbrath.
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