Brett Sasseen

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

Authority	Category	Status	Date
WA	RA	APPROVED	2026-08-17

WA RA
APPROVED

Since 2026-08-17

Branch Locations

116 S 2Nd Av, Okanogan, WA 98840 • 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

Organization	City	State	From	To
Linda Sasseen Insurance Agency	Wenatchee	WA	03/2010	11/2018
State Farm Vp Management Corp.	Wenatchee	WA	08/2011	03/2019
State Farm Insurance	Wenatchee	WA	11/2018	03/2019
Brett Sasseen Insurance Agency	Okanogan	WA	04/2019	Present
State Farm Vp Management Corp.	Okanogan	WA	04/2019	Present

03/2010 → 11/2018

Linda Sasseen Insurance Agency

Wenatchee, WA
08/2011 → 03/2019

State Farm Vp Management Corp.

Wenatchee, WA
11/2018 → 03/2019

State Farm Insurance

Wenatchee, WA
04/2019 → Present

Brett Sasseen Insurance Agency

Okanogan, WA
04/2019 → Present

State Farm Vp Management Corp.

Okanogan, WA

Other Businesses

1. Brett Sasseen's Insurance Agency; Insurance Agency; Investment-related; 116 S 2nd Ave Okanogan, WA 98840; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2019; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-25
S63	Uniform Securities Agent State Law Examination	2011-12-21

S65 Uniform Investment Adviser Law Examination

2026-07-25
S63 Uniform Securities Agent State Law Examination

2011-12-21

Other Names

Brett James Sasseen

View on SEC IAPD