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Bridgett Deidre Waterman

Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. State Farm Investment Management Corp.Aug 2026 to now
  2. State Farm Vp Management CorpApr 2026 to now
  3. Adam Hancock's Insurance AgencyNov 2025 to now
  4. Black Bear DesignsFeb 2019 to now
  5. Jerry Reiher's Insurance AgencyOct 2024 to Nov 2025
  6. Mike Trujillo Insurance AgencyAug 2022 to Oct 2025
  7. Jesse Dryer AgencyApr 2022 to Aug 2022
  8. Bridgett Waterman Insurance Agency-gooseheadJun 2020 to Apr 2022
  9. Lavonne Gorsuch Insurance AgencyMar 2018 to Jun 2020
  10. Watson Insurance AgencyJun 2017 to Feb 2018
  11. Lavonne Gorsuch Insurance AgencyFeb 2017 to Jun 2017
  12. Mike Trujillo Insurance AgencyFeb 2014 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
8258639
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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