Brian Michael Gross

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2016
  Cetera Advisors Llc
  Denver, CO
• 10/2016 → 04/2019
  Woodhouse Auto Family
  Omaha, NE
• 04/2019 → 08/2019
  State Farm Insurance
  Omaha, NE
• 10/2019 → Present
  State Farm Vp Management Corp.
  Omaha, NE
• 09/2019 → Present
  Brian M Gross Insurance Agency
  Omaha, NE
• 08/2020 → Present
  State Farm Investment Management Corp.
  Omaha, NE

Previous Registrations

• 2011-02-18 → 2016-12-19
  Cetera Advisors Llc
  Greenwood Village, CO
  Omaha, NE
• 2008-05-05 → 2011-02-11
  Qa3 Financial Llc
  Omaha, NE
  Omaha, NE
• 2006-04-21 → 2008-05-08
  Cetera Advisors Llc
  Manchester, NH
  Omaha, NE
• 2005-07-21 → 2006-04-20
  Ameritas Investment Company, Llc
  Omaha, NE

Other Businesses

1) Brian Gross' Insurance Agency; Insurance Agency; Investment-related; 210 W Eldora Ave Weeping Water, NE 68463-4240; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2019; 80; 80; Service customers and supervise employees 2) Syracuse Area Health Foundation Board; non-investment-related; 2731 Healthcare Drive Syracuse NE 68446; association/committee/council; board member; board member; 08/30/2022; 2; 0; Foundation Board Member 3) Iowa Agency Resource Group - Team Member Hall of Fame Board; non-investment-related; 250 W 1st Street, Grimes, IA 50111; association/committee/council; board member; 9/20/2022; 1; 1; none.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-24
• S63 Uniform Securities Agent State Law Examination
  2019-11-12
• S66 Uniform Combined State Law Examination
  2005-04-12

Other Names

• Brian Michael Groff