Brad Michael Moeller

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

• 11/2001 → Present
  State Farm Vp Management Corp
  Cincinnati, OH
• 11/2002 → Present
  Brad Moeller Insurance Agency
  Cincinnati, OH
• 01/2020 → Present
  State Farm Investment Management Corp
  Cincinnati, OH

Other Businesses

1) Brad Moeller's Insurance Agency; Insurance Agency; Investment-related; 11180 Reed Hartman Hwy Ste 130 Blue Ash, OH 45242-1824; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2001; 80; 80; Service customers and supervise employees 2) JB2HE Trucking LLC; non-investment-related; 9921 Forestglen Dr Cincinnati OH 45242; service industry; owner; owner; 11/01/2022; 10; 5; Trucking company which will box trucks to transport goods. 3) M2M Properties LLC; investment-related; 9921 Forestglen Dr; Cincinnati OH 45242; Investment properties; owner; 12/13/2022; 10 hours a month;

Designations

• Chartered Financial Consultant