Courtney Reed
Investment adviser representative at State Farm Investment Management Corp.
16 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
16 years in the industry.
- Courtney Reed's Insurance AgencyAug 2023 to now
- State Farm Investment Management Corp.Mar 2023 to now
- State Farm Vp Management CorpMar 2023 to now
- State Farm InsuranceMar 2023 to Aug 2023
- J.P. Morgan Securities LLCSep 2022 to Mar 2023
- Morgan StanleyJan 2022 to Aug 2022
- EveriseAug 2021 to Jan 2022
- Aliance Industrial SolutionsJul 2021 to Oct 2021
- Equitable AdvisorsJul 2020 to Aug 2021
- American International GroupMay 2019 to Jul 2020
- ValicMay 2019 to Jun 2020
- Valic Financial Advisors, Inc.Apr 2019 to Jun 2020
- Paychex Inc.Oct 2018 to May 2019
- Quicken Loans Inc.Aug 2018 to Sep 2018
- UnemployedMay 2018 to Jul 2018
- LPL Financial LLCJan 2018 to Apr 2018
- Stratos Wealth Partners, Ltd.Jan 2018 to Mar 2018
- UpsDec 2017 to Jan 2018
- Strategic Advisers, IncMay 2011 to Nov 2017
- Fidelity Brokerage Services LLCOct 2010 to Nov 2017
- Fidelity InvestmentsApr 2007 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, MI, OH).
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
- 5855896
- Firm CRD
- 3487