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BK

Brian T. Keith

STATE FARM INVESTMENT MANAGEMENT
Porter Ranch, CA
Some features on this profile are disabled
CRD#: 1692285
BK
Brian Thomas KeithSTATE FARM INVESTMENT MANAGEMENT

Professional summary

Brian Thomas Keith, who also goes by Brian Thomas Keith, Brian T Keith, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Porter Ranch, California and STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Brian has worked at 16 firms and has passed the Series 66, Series 65, Series 63, Series 6TO, Series 7TO, SIE and Series 7 exams.

Aliases

Brian Thomas Keith | Brian T Keith

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Keith's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 29, 2026 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #2: 1103 E Clark Ave Ste D, Santa Maria, CA 93455
RIA
CRD#: 3487
Porter Ranch, CA
Current

June 25, 2026 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: One State Farm Plaza, Bloomington, IL 61710-0001
BD
CRD#: 43036
BLOOMINGTON, IL
Past

February 27, 2026 - June 5, 2026

FARMERS ASSET MANAGEMENT, LLC

RIA
CRD#: 336230
BURBANK, CA
Past

January 8, 2025 - June 5, 2026

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
BURBANK, CA
Past

November 12, 2024 - December 11, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Los Angeles, CA
Past

November 7, 2024 - December 11, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Los Angeles, CA
Past

August 14, 2023 - October 3, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Los Angeles, CA
Past

June 23, 2023 - October 3, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Los Angeles, CA
Past

September 21, 2006 - November 9, 2007

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
SANTA MONICA, CA
Past

September 20, 2006 - November 9, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
SANTA MONICA, CA
Past

January 5, 2005 - September 7, 2006

M.L. STERN & CO., LLC.

BD
CRD#: 8327
BEVERLY HILLS, CA
Past

January 4, 2005 - September 7, 2006

M.L. STERN & CO., LLC.

RIA
CRD#: 8327
BEVERLY HILLS, CA
Past

October 6, 2004 - January 3, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

June 24, 2004 - October 5, 2004

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

June 15, 2004 - October 5, 2004

FIRST MONTAUK SECURITIES CORP.

RIA
CRD#: 13755
BEVERLY HILLS, CA
Past

January 22, 1999 - August 28, 2002

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

April 3, 1998 - June 4, 1998

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 2, 1996 - January 6, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 30, 1992 - December 11, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 6, 1989 - December 3, 1992

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 24, 1989 - January 30, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379

RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/10/2026)
IAR
Arizona
(7/10/2026)
RR
California
(6/25/2026)
IAR
California
(6/29/2026)
RR
Nevada
(6/26/2026)
IAR
Nevada
(7/1/2026)
IAR
Oregon
(7/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2023
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/9/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/16/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/25/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/6/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/1989
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379

RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001
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Contact information

Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE BROCHURE (3/25/2025)
STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE PROGRAM BROCHURE (3/25/2025)

Direct owners and executive officers

NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 11,294,815,444

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487Porter Ranch, CA

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