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Joshua Michael Brooks

State Farm Investment Management Corp.

Oakland Township, MI

CRD 4912388

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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
ND RA APPROVED 2025-03-31
NE RA APPROVED 2025-03-27
SD RA APPROVED 2025-03-27
IL RA APPROVED 2025-03-26
IN RA APPROVED 2025-03-26
IA RA APPROVED 2025-03-26
MN RA APPROVED 2025-03-26
WI RA APPROVED 2025-03-26
MI RA APPROVED 2021-10-08
  • ND RA
    APPROVED
    Since 2025-03-31
  • NE RA
    APPROVED
    Since 2025-03-27
  • SD RA
    APPROVED
    Since 2025-03-27
  • IL RA
    APPROVED
    Since 2025-03-26
  • IN RA
    APPROVED
    Since 2025-03-26
  • IA RA
    APPROVED
    Since 2025-03-26
  • MN RA
    APPROVED
    Since 2025-03-26
  • WI RA
    APPROVED
    Since 2025-03-26
  • MI RA
    APPROVED
    Since 2021-10-08

Branch Locations

Oakland Township, MI • 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
State Farm Vp Management Corp. Versailles OH 12/2014 08/2017
Josh Brooks Insurance Agency Versailles OH 12/2014 06/2017
State Farm Insurance Versailles OH 07/2017 08/2017
State Farm Insurance Oakland Township MI 08/2017 03/2025
State Farm Vp Management Corp. Oakland Township MI 08/2017 Present
State Farm Investment Management Corp. Oakland Township MI 08/2018 09/2019
State Farm Investment Management Corp. Oakland Township MI 08/2021 Present
State Farm Insurance Oakland Township MI 03/2025 01/2026
State Farm Insurance Oakland Township MI 01/2026 Present
  • 12/2014 → 08/2017
    State Farm Vp Management Corp.
    Versailles, OH
  • 12/2014 → 06/2017
    Josh Brooks Insurance Agency
    Versailles, OH
  • 07/2017 → 08/2017
    State Farm Insurance
    Versailles, OH
  • 08/2017 → 03/2025
    State Farm Insurance
    Oakland Township, MI
  • 08/2017 → Present
    State Farm Vp Management Corp.
    Oakland Township, MI
  • 08/2018 → 09/2019
    State Farm Investment Management Corp.
    Oakland Township, MI
  • 08/2021 → Present
    State Farm Investment Management Corp.
    Oakland Township, MI
  • 03/2025 → 01/2026
    State Farm Insurance
    Oakland Township, MI
  • 01/2026 → Present
    State Farm Insurance
    Oakland Township, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-12-17
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17
Designations
  • Chartered Financial Consultant
Other Names
  • Josh Brooks

View on SEC IAPD

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