Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-06
OH RA APPROVED 2025-07-07
  • IN RA
    APPROVED
    Since 2025-11-06
  • OH RA
    APPROVED
    Since 2025-07-07

Branch Locations

1005 Grand Lake Rd Ste 2, Celina, OH 45822 • 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 Stephan Insurance Agency Celina OH 01/2016 Present
State Farm Vp Management Corp Celina OH 01/2016 Present
State Farm Investment Management Corp Celina OH 05/2025 Present
  • 01/2016 → Present
    Brian Stephan Insurance Agency
    Celina, OH
  • 01/2016 → Present
    State Farm Vp Management Corp
    Celina, OH
  • 05/2025 → Present
    Celina, OH
Other Businesses

1. Brian Stephan's Insurance Agency; Insurance Agency; Investment-related; 1005 Grand Lake Rd Ste 2 Celina, OH 45822-9390; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-05
S65 Uniform Investment Adviser Law Examination 2025-07-05
  • S63 Uniform Securities Agent State Law Examination
    2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Celina, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor