Brandon Tate
Investment adviser representative at State Farm Investment Management Corp.
9 yearsExperience
3 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
9 years in the industry.
- Brandon Tate Insurance AgencyJun 2025 to now
- State Farm Investment Management Corp.Oct 2024 to now
- State Farm Vp Management CorpJul 2024 to now
- State Farm InsuranceFeb 2025 to Jun 2025
- Caleb Hollingsworth Insurance AgencyJul 2022 to Feb 2025
- Tate's Landscape SolutionsJan 2018 to Jul 2022
- WalmartApr 2016 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AR, MS, TN).
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
- 7961810
- Firm CRD
- 3487