BR
Bernard L. Riesbeck
STATE FARM INVESTMENT MANAGEMENT
Fairfield Twp,, OH 45011-6213
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CRD#: 2932926
BR
Professional summary
Bernard Louis Riesbeck II, who also goes by Barney Riesbeck, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fairfield Twp,, Ohio and STATE FARM VP MANAGEMENT CORP. located in Fairfield Twp,, Ohio.
Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Bernard has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barney Riesbeck
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) RIESBECK FOOD MARKETS INC; NON-INVESTMENT-RELATED; 48661 NATIONAL ROAD ST. CLAIRSVILLE OH 43950 FOOD RETAILING DIRECTOR,01/81-PRESENT 5% 1 HOUR BOARD OF DIRECTORS & COMMITTEES, RFM DEV 48861 NATIONAL ROAD ST. CLAIRSVILLE OH 43950 DIRECTOR NOT INVEST REL 01/95 11% DIRECTOR MEETING 2) MIDDLETOWN COMMUNITY FOUNDATION, NON-INVESTMENT-RELATED, 300 NORTH MAIN ST SUITE 300 MIDDLETOWN OH 45042, COMMUNITY FOUNDATION, 0%, DIRECTOR, 9/17/18, no longer director, WORK ON THE DISTRIBUTION COMMITTEE, 4 HR/MO 2 HR/MO. 3) Bernard Riesbeck's Insurance Agency; Insurance Agency; Investment-related; 5617 Liberty Fairfld Rd Ste 5 Fairfield Twp, OH 45011-6213; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/1991; 80; 80; Service customers and supervise employees 4) Rfm Dev; Investment-related; 48861 National Road Street, Clairsville, OH 43950; Membership/Civic/Fraternal Organization; Director; 01/01/1995; 10hrs; director meetings 5) Barney Riesbeck- Property #1 (personally Held Real Estate); Investment-Related; 153 Andover Road Woodsfield, OH 43793; Investment or Commercial Property; Owner; 01/01/1990; 2; 2; single family home. 6) Barney Riesbeck - Property #2 (personally Held Real Estate); Investment-Related; 300-302 S Breiel Blvd Middletown, OH 45044; Investment or Commercial Property; Owner; 03/28/2022; 2; 2; Office Building. 7) Barney Riesbeck- Property #3 (personally Held Real Estate); Investment-Related; 319 Devon Road Woodsfield, OH 43793; Investment or Commercial Property; Owner; 01/01/1990; 2; 2; single family home. 8)Barney Riesbeck- Property #4 (personally Held Real Estate); Investment-Related; 1717 Wyoming Dayton, OH 45410; Investment or Commercial Property; Owner; 01/01/2012; 2; 2; single family home. 9) Barney Riesbeck- Property #5 (personally Held Real Estate); Investment-Related; 214 Berkley Drive Woodsfield, OH 43793; Investment or Commercial Property; Owner; 01/01/1990; 2; 2; single family home. 10) Barney Riesbeck- Property #6 (Personally Held Real Estate); Investment-Related; 5617 Liberty Fairfield Rd. Hamilton OH, 45011; Investment or Commercial Property; Owner; None; 07/14/2025; 1;0; office space rental 11) Barney Riesbeck- Property #7 (Personally Held Real Estate); investment-related;5617 Liberty Fairfield Road Hamilton OH, 45011; Investment or Commercial Property; Owner; None; 05/01/1991; 1;0; leasing office space
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Louis Riesbeck II's 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®
NoneExperience
Current
August 15, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 5617 Liberty Fairfld Rd Ste 5, Fairfield Twp,, OH 45011-6213RIA
CRD#: 3487
Fairfield Twp,, OH
Current
November 19, 1997 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 5617 Liberty Fairfld Rd Ste 5, Fairfield Twp,, OH 45011-6213BD
CRD#: 43036
Fairfield Twp,, OH
Past
July 20, 2009 - April 4, 2017
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
HAMILTON, OH
Past
August 12, 2002 - December 31, 2008
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
HAMILTON, OH
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)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
Arkansas(2/3/2009)
IAR
Arkansas(10/16/2024)
RR
Indiana(2/25/2020)
IAR
Indiana(10/16/2024)
RR
Kentucky(2/25/2020)
IAR
Kentucky(10/16/2024)
RR
Michigan(2/25/2020)
IAR
Michigan(10/16/2024)
RR
North Carolina(6/2/2014)
IAR
North Carolina(10/16/2024)
RR
Ohio(1/26/2001)
IAR
Ohio(8/15/2018)
RR
Texas(4/29/2015)
IAR
Texas(10/16/2024)
RR
West Virginia(11/13/2007)
IAR
West Virginia(10/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
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)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)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Fairfield Twp,, OH 45011-6213TRUST BUT VERIFY
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