Brian Thomas Shelton

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

• 06/2010 → 02/2017
  Tony Rhoades Insurance Agency
  Scottsville, KY
• 07/2015 → 02/2017
  State Farm Vp Management Corp.
  Scottsville, KY
• 02/2017 → 06/2017
  State Farm Insurance
  Lexington, KY
• 07/2017 → Present
  Brian Shelton Insurance Agency
  Lexington, KY
• 01/2019 → Present
  State Farm Vp Management Corp.
  Lexington, KY
• 06/2023 → Present
  State Farm Investment Management Corp
  Lexington, KY

Other Businesses

1) Brian Shelton's Insurance Agency; Insurance Agency; Investment-related; 2331 Fortune Dr Ste 190 Lexington, KY 40509-4281; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2017; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-10-23