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Bryan Rourke

Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
2 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

11 years in the industry.

  1. Bryan Rourke Insurance AgencySep 2026 to now
  2. State Farm Investment Management Corp.Jan 2026 to now
  3. State Farm Vp Management Corp.Feb 2024 to now
  4. State Farm InsuranceApr 2026 to Sep 2026
  5. Phil Williams Insurance AgencyOct 2025 to Apr 2026
  6. Kyle Rourke Insurance AgencyJan 2024 to Apr 2026
  7. Embecta CorpApr 2022 to Dec 2023
  8. Becton Dickinson and Co.Feb 2019 to Apr 2022
  9. Deloitte Consulting LLCJan 2015 to Feb 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

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
5877016
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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