Brian T. Brunick

STATE FARM INVESTMENT MANAGEMENT

Chesapeake, VA 23321

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CRD#: 2454245

Professional summary

Brian Thomas Brunick, CFP®, who also goes by Brian T Brunick, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Chesapeake, Virginia and STATE FARM VP MANAGEMENT CORP. located in Chesapeake, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Brian has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian T Brunick

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.

1) Brett Pedergast's Insurance Agency; Investment-related; 498 S Independence Blvd Virginia Beach VA 23452; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/12/2024; 80; 80; Service customers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Brunick'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®

CFP^®

Certified Financial Planner

Experience

Current

June 25, 2025 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 4448 Portsmouth Blvd #400, Chesapeake, VA 23321Office #2: 498 S Independence Blvd, Virginia Bch, VA 23452-1164

RIA

CRD#: 3487

Chesapeake, VA

Current

June 13, 2024 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 4448 Portsmouth Blvd #400, Chesapeake, VA 23321

CRD#: 43036

Chesapeake, VA

Past

June 26, 2018 - February 3, 2022

NAVY FEDERAL INVESTMENT SERVICES, LLC

RIA

CRD#: 138459

NORFOLK, VA

Past

June 26, 2018 - February 3, 2022

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD#: 138459

NORFOLK, VA

Past

January 2, 2018 - January 22, 2018

BB&T SECURITIES, LLC

RIA

CRD#: 142785

VIRGINIA BEACH, VA

Past

January 2, 2018 - January 22, 2018

BB&T SECURITIES, LLC

CRD#: 142785

VIRGINIA BEACH, VA

Past

January 22, 2008 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

VIRGINIA BEACH, VA

Past

January 22, 2008 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

VIRGINIA BEACH, VA

Past

April 13, 2007 - December 4, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

VIRGINIA BEACH, VA

Past

April 13, 2007 - December 4, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

VIRGINIA BEACH, VA

Past

May 20, 2005 - April 3, 2007

NATIONWIDE SECURITIES, LLC

CRD#: 11173

VIRGINIA BEACH, VA

Past

January 8, 2003 - July 9, 2004

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

November 12, 1996 - March 4, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 8, 1995 - October 3, 1996

DAVENPORT & COMPANY LLC

CRD#: 1588

RICHMOND, VA

Past

March 30, 1994 - June 6, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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 | STATE FARM INVESTMENT MANAGEMENT CORP.

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

RIA

Registered Investment Advisory firm - SEC (12/14/1971 Approved)

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.

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

Virginia
(7/3/2024)

IAR

Virginia
(6/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/28/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/8/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/20/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

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)

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

Name	Position	CRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY	OWNER
CHEVALIER, JEREL SAM	ASSISTANT SECRETARY-TREASURER	2209892
GRIMES, DAVID ROY	VICE PRESIDENT & SECRETARY	1432710
GRIZZLE, DAVID RAY	ASSISTANT SECRETARY/TREASURER	4084087
HORTON, STEPHEN LOWELL	ASSISTANT SECRETARY	3124493
JAYNES, DONALD ONEIL	ASSISTANT SECRETARY	3124497
JOSLIN, ROGER SCOTT	DIRECTOR, VICE PRESIDENT & TREASURER	262350
KILLIAN, JOHN JOSEPH	DIRECTOR	2614915
MOORE, DAVID MICHAEL	ASSISTANT SECRETARY	2876793
MOSER, KURT GEORGE	DIRECTOR & SENIOR VICE PRESIDENT	2065254
RUST, EDWARD BARRY JR	DIRECTOR AND PRESIDENT	1450795
THOMAS, HOWARD ANDREW	ASSISTANT SECRETARY-TREASURER	3150520
TIPSORD, MICHAEL LEON	ASSISTANT SECRETARY	1943922
TROSINO, VINCENT JOSEPH	DIRECTOR	1780681

Regulatory assets under management

Total Number of Accounts	38
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.

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Firm Stability Insights

Brian T. Brunick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STATE FARM VP MANAGEMENT CORP.

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

NATIONWIDE SECURITIES, LLC

STATE FARM VP MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DAVENPORT & COMPANY LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

STATE FARM INVESTMENT MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/28/2024

Series 65

Date: 4/8/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/29/1994

Series 8

Date: 4/20/1999

FINRA

Current Firm

STATE FARM INVESTMENT MANAGEMENT CORP.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUST BUT VERIFY

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