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Brian Thomas Keith

Investment adviser representative at State Farm Investment Management Corp.
18 yearsExperience
4 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. State Farm Investment Management Corp.Jun 2026 to now
  2. State Farm Vp Management CorpJun 2026 to now
  3. Antonio Mendoza Insurance AgencyMay 2026 to now
  4. Farmers Financial SolutionsJan 2025 to Jun 2026
  5. Farmers InsuranceDec 2024 to Jun 2026
  6. MML Investors Services, LLCNov 2024 to Dec 2024
  7. Mmlis Inc.Nov 2024 to Dec 2024
  8. Massmutual Life Insurance CompanySep 2024 to Dec 2024
  9. AmeripriseMar 2023 to Oct 2024
  10. Ameriprise Financial Services, LLCMar 2023 to Sep 2024
  11. Self EmployedNov 2008 to Mar 2023
  12. The Passman GroupMay 2008 to Mar 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law1995
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 4 states (AZ, CA, NV, OR).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1692285
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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