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Bruce L. Montesano
STATE FARM INVESTMENT MANAGEMENT
Breaux Bridge, LA 70517
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CRD#: 3036202
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Professional summary
Bruce Louis Montesano is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Breaux Bridge, Louisiana and STATE FARM VP MANAGEMENT CORP. located in Breaux Bridge, Louisiana.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bruce has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) QUAD M LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; Investment or commercial property , MEMBER; 03/2010; APARTMENT DEVELOPMENT; MANAGEMENT/ADVISOR; 4 HRS/MTH-NONE DURING TRADING HOURS (2) DEICI FINO, LLC 445 E MILLS AVE STE A100 BREAUX BRIDGE, LA 70517; INVESTMENT RELATED; Investment or property, MEMBER; 11/2010; REAL ESTATE INVESTMENT-LLC FORMED TO PURCHASE A VACATION CONDO FOR PERSONAL USE ONLY; MEMBER OF LLC AND CURRENTLY ORGANIZING THE GROUP; 2 HRS/MTH-NONE DURING TRADING HOURS. (3) ST BERNARD CATHOLIC CHURCH 204 N MAIN ST BREAUX BRIDGE, LA 70517; NON-INVESTMENT RELATED; 06/15/2012; CHURCH; OFFICER/MEMBER OF FINANCE COMMITTEE; PRESIDE OVER BOARD MEETINGS AS WELL AS PREPARING AGENDAS AND WORKING WITH THE PASTOR WHENEVER HE NEEDS HELP,HAVE 6 MEETINGS A YEAR, WILL ALSO BE ON THE FINANCE COMMITTEE WHICH ESTABLISHES A BUDGET FOR THE YEAR; 4 HRS/MTH-NONE DURING TRADING HOURS. (4) MONTEFANO LLC; INVESTMENT RELATED; Investment or Commercial Property, 601 W UNIVERSITY AVE, LAFAYETTE, LA 70506; 10/4/12; REAL ESTATE LLC; PARTNER; 2 HRS/MO, 0 DURING TRADING HOURS; CO-OWNER WITH MY BROTHER WILLIAM MONTESANO. I HELP TO OVERSEE AND MANAGE THE REAL ESTATE--PURCHASING A HOUSE[S] TO FIX UP AND SELL (5) QUINT M LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; Investment or Commercial, MEMBER; 04/2003; REAL ESTATE HOLDING COMPANY; PRESIDENT; 4 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES (6)DOT M PROPERTIES LLC; 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; OWNER; 04/2003; RECREATIONAL CAMP OWNERSHIP; VICE PRESIDENT; 0 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES, RECREATIONAL USE ONLY 7) QUINT M HOLDING LLC 5711 JOHNSTON ST. LAFAYETTE, LA 70503; INVESTMENT RELATED; MEMBER; 05/2005; REAL ESTATE HOLDING COMPANY FOR TAX PURPOSES; PRESIDENT; 1 HRS/MTH-NONE DURING TRADING HOURS; NO DUTIES 8)Freeland Acres, Inc, investment related; 106 Oak Way LN, Lafayette, LA 70506; land purchase; Partner/12%; 05/04/2016; 1hr/mo 0hr/mo; no duties listed 9)Oak Five LLC, 1003 Spanish moss lane breaux bridge LA 70517, member of llc, this is an LLC that intends on buying a vacation. rental property in Florida - member, INVESTMENT RELATED, Investment or Commercial Property, 11-09-2016,LLC formed only to buy this home which will be used by the five members of the LLC and rented out through a rental agency to the general public. 10) Bruce Montesano's Insurance Agency; Insurance Agency; Investment-related; 445 E Mills Ave Ste 100A Breaux Bridge, LA 70517-4420; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1985; 80; 80; Service customers and supervise employees 11) Bruce Montesano Property#1 (Personally Held Real Estate); investment; 445 E Mills Ave Ste A101 Breaux Bridge, La 70517; Investment or Commercial Property; Owner; none; 8/4/1997; 1; 0; Duties: Personally Held Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Louis Montesano'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
April 22, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 445 E Mills Ave Ste 100a, Breaux Bridge, LA 70517RIA
CRD#: 3487
Breaux Bridge, LA
Current
July 16, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 445 E Mills Ave Ste 100a, Breaux Bridge, LA 70517-0318BD
CRD#: 43036
Breaux Bridge, LA
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
Louisiana(1/2/2001)
IAR
Louisiana(4/22/2025)
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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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Breaux Bridge, LA 70517TRUST BUT VERIFY
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