Best Investors Account Sign in
Claim This Profile
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
FL RA APPROVED 2026-08-07
  • FL RA
    APPROVED
    Since 2026-08-07

Branch Locations

469 S Orlando Ave Ste 106, Maitland, FL 32751 • 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
Addition Financial Credit Union Kissimmee FL 06/2012 12/2018
Clear Direction Management Kissimmee FL 01/2019 03/2020
Brandon Keene Insurance Agency Orlando FL 03/2020 Present
State Farm Vp Management Corp Orlando FL 07/2024 05/2025
Matthew Balady Insurance Agency Maitland FL 05/2025 Present
State Farm Vp Management Corp Maitland FL 05/2025 Present
State Farm Investment Management Corp Maitland FL 03/2026 Present
  • 06/2012 → 12/2018
    Addition Financial Credit Union
    Kissimmee, FL
  • 01/2019 → 03/2020
    Clear Direction Management
    Kissimmee, FL
  • 03/2020 → Present
    Brandon Keene Insurance Agency
    Orlando, FL
  • 07/2024 → 05/2025
    State Farm Vp Management Corp
    Orlando, FL
  • 05/2025 → Present
    Matthew Balady Insurance Agency
    Maitland, FL
  • 05/2025 → Present
    State Farm Vp Management Corp
    Maitland, FL
  • 03/2026 → Present
    Maitland, FL
Other Businesses

1) Matthew Balady's Insurance Agency; Investment-related; 469 S Orlando Ave Ste 106 Maitland, FL 32751-5654; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/28/2025; 80; 80; Service customers 2) Brandon Keene's Insurance Agency; NON-Investment-related; 9717 Eagle Creek Center Blvd Ste 115 Orlando, FL 32832; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/09/2020; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

More in Maitland, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor