Unclaimed
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.
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.
1
2
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
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
Active
Inactive
F
FINRA
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