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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

3765 Airport Rd N Suite 101, Naples, FL 34105 • United States

11100 Bonita Beach Rd Suite 105, Bonita Springs, FL 34135 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brian Glaeser Insurance Agency Naples FL 07/1991 Present
State Farm Vp Management Corp. Naples FL 02/1998 Present
Brian Glaeser Insurance Agency Fort Myers FL 12/2011 01/2018
State Farm Vp Management Corp. Fort Myers FL 12/2011 01/2018
State Farm Investment Management Corp. Naples FL 08/2018 06/2019
Brian Glaeser Insurance Agency Bonita Springs FL 04/2020 Present
State Farm Vp Management Corp Bonita Springs FL 04/2020 Present
State Farm Investment Management Corp Bonita Springs FL 09/2024 Present
State Farm Investment Management Corp Naples FL 09/2024 Present
  • 07/1991 → Present
    Brian Glaeser Insurance Agency
    Naples, FL
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Naples, FL
  • 12/2011 → 01/2018
    Brian Glaeser Insurance Agency
    Fort Myers, FL
  • 12/2011 → 01/2018
    State Farm Vp Management Corp.
    Fort Myers, FL
  • 08/2018 → 06/2019
    Naples, FL
  • 04/2020 → Present
    Brian Glaeser Insurance Agency
    Bonita Springs, FL
  • 04/2020 → Present
    State Farm Vp Management Corp
    Bonita Springs, FL
  • 09/2024 → Present
    Bonita Springs, FL
  • 09/2024 → Present
    Naples, FL
Other Businesses

1) Bull Investors LLC; non-investment-related; 2205 Tarpon Rd, Naples, FL 34102; Home Building; 6/9/2020; 10; 0; none. 2) Brian Glaeser's Insurance Agency; Insurance Agency; Investment-related; 3765 Airport Rd N Ste 101 Naples, FL 34105-4517; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/1991; 80; 80; Service customers and supervise employees. 3) Junior Achievement of SW FL; Non-Investment-related; 13241University Drive Fort Myers, FL 33907; Education; Board member; 05/07/2024; 1; 1; I have been selected to The Board of Junior Achievement of SW FL. which encompasses. Collier, Lee and Charlotte Counties. It is a non-profit that teaches Entrepreneur skills to the youth of the counties above. 4) Brian A Glaeser - Property #1 (personally Held Real Estate); Investment-Related; 215 W College Ave Apt 205 Tallahassee, FL 32301; Investment or Commercial Property; Owner; 09/20/2024; 0; 0; Personally owned hotel condominium. Used personally and rented out through the Tallahassee Center when not being used. 5) Brian and Cheryl Glaeser - Property #2 (personally Held Real Estate); Investment-Related; 1420 Beach Rd Unit 204 Englewood, FL 34223; Investment or Commercial Property; Owner; 03/19/2021; 0; 0; Personally, owned second home, occasionally rented during the FL season (Jan,Feb,Mar) Jan Lee with Rent Me Florida is current rental agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
Other Names
  • Brian A Glaeser

View on SEC IAPD

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