Bret Fredric Webster

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

• 03/1998 → Present
  State Farm Vp Management Corp.
  Willow Grove, PA
• 01/1998 → Present
  Bret Webster Insurance Agency
  Willow Grove, PA
• 08/2018 → Present
  State Farm Investment Management Corp
  Willow Grove, PA

Other Businesses

1) Web Ventures LLC; non-investment-related; 3559 Burnt House Hill Rd Doylestown PA 18902; Partner; 04/15/2021; Partner with my wife in a business selling items on Amazon through their Fulfillment By Amazon program; 05/01/2021; 10;0; pay bills and co signor on the checking account, review bank statements. 2) Bret Webster's Insurance Agency; Insurance Agency; Investment-related; 901 Easton Rd Ste 1 Willow Grove, PA 19090-2078; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1997; 80; 80; Service customers and supervise employees 3) Bret & Linda Webster - Property #1 (Personally Held Real Estate); investment-related; 5619 Central Ave Ocean City NJ 08226; Owner; 10/15/2023; Leasing and renting;3;0; Make deposits in the checking account, review bank statements, pay bills / co signor on the checking account. 4) Bret & Linda Webster - Property #2 (Personally Held Real Estate); investment-related; 3559 Burnt House Hill Rd Doylestown, PA 18902; Investment or Commercial Property; Owner; none; 1/12/2001; 1; 0; Duties: Privately held rental building

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-27

Designations

• Chartered Financial Consultant

Other Names

• Bret Frederic Webster