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Brian Thomas Brecklin

State Farm Investment Management Corp.

West Allis, WI

CRD 4624963

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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
CO RA APPROVED 2024-10-23
NH RA APPROVED 2024-10-23
TX RA APPROVED 2023-03-27
IL RA APPROVED 2021-11-15
MI RA APPROVED 2021-11-15
WI RA APPROVED 2018-08-15
  • CO RA
    APPROVED
    Since 2024-10-23
  • NH RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2023-03-27
  • IL RA
    APPROVED
    Since 2021-11-15
  • MI RA
    APPROVED
    Since 2021-11-15
  • WI RA
    APPROVED
    Since 2018-08-15

Branch Locations

2514 S 102Nd St Suite 100, West Allis, WI 53227 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brian Brecklin Insurance Agency West Allis WI 07/2013 Present
State Farm Vp Management Corp West Allis WI 07/2013 Present
State Farm Investment Management Corp. West Allis WI 08/2018 Present
Brian Brecklin Insurance Agency Brookfield WI 09/2018 Present
State Farm Vp Management Corp Brookfield WI 09/2018 Present
State Farm Investment Management Corp Brookfield WI 08/2018 Present
  • 07/2013 → Present
    Brian Brecklin Insurance Agency
    West Allis, WI
  • 07/2013 → Present
    State Farm Vp Management Corp
    West Allis, WI
  • 08/2018 → Present
    West Allis, WI
  • 09/2018 → Present
    Brian Brecklin Insurance Agency
    Brookfield, WI
  • 09/2018 → Present
    State Farm Vp Management Corp
    Brookfield, WI
  • 08/2018 → Present
    Brookfield, WI
Other Businesses

1) Brian T Brecklin Insurance Agency; Investment-related;2448 S 102nd St Ste 275 West Allis, WI 53227-2467; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2013; 80; 80; Service customers and supervise employees 2) Brian Brecklin - Property #1 (personally held real estate); Investment-related; 27120 Perdido Beach Blvd Unit 2044 Orange Beach AL 36561; Investment or Commercial Property; Owner; None; 06/12/2025; 1;1; Vacation property but will do short term rentals as well.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-23
  • S63 Uniform Securities Agent State Law Examination
    2003-02-23
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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