Grant Buckner

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

• 01/2021 → 07/2023
  State Farm Insurance
  Morgantown, WV
• 01/2019 → 01/2021
  Grant Buckner Insurance Agency
  Bridgeport, WV
• 08/2018 → 01/2019
  State Farm Insurance
  Morgantown, WV
• 09/2015 → 08/2018
  Allergan Pharmaceuticals
  Greensboro, NC
• 03/2021 → 07/2023
  State Farm Vp Management Corp
  Morganstown, WV
• 06/2021 → 07/2023
  State Farm Investment Management Corp.
  Morganstown, WV
• 07/2023 → Present
  State Farm Investment Management Corp
  Mcmurray, PA
• 07/2023 → Present
  State Farm Vp Management Corp
  Mcmurray, PA
• 07/2023 → Present
  Grant Buckner Insurance Agency
  Mcmurray, PA
• 01/2026 → Present
  Grant Buckner Insurance Agency
  Mt Lebanon, PA
• 01/2026 → Present
  State Farm Investment Management Corp
  Mt Lebanon, PA
• 01/2026 → Present
  State Farm Vp Management Corp
  Mt Lebanon, PA

Other Businesses

1) KGB Capital, LLC; Investment related; 7701 Ladybells Pl Moseley, VA 23120; Investment Property; Partner; none; 12/1/2021; 4; 0; LLC for personally owned residential real estate. 2) Grant Buckner's Insurance Agency; Investment-related; 3901 Washington Rd Ste 201 McMurray, PA 15317 and 733 Washington Rd Ste 211 Mt Lebanon, PA 15228-2030; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2023; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-08
• S63 Uniform Securities Agent State Law Examination
  2021-04-08