BB
Bart A. Blessing
STATE FARM INVESTMENT MANAGEMENT
Ocala, FL 34471
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CRD#: 3211708
BB
Professional summary
Bart Allen Blessing is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Ocala, Florida and STATE FARM VP MANAGEMENT CORP. located in Ocala, Florida.
Bart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bart has worked at 2 firms and has passed the 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) MARION COUNTY JUNIORS 1433 SW 15TH AVENUE OCALA, FL 34471; NON-INVESTMENT-RELATED; BOARD MEMBER President ; 09/01/2022; NOT FOR PROFIT TRAVEL VOLLEYBALL CLUB FOR GIRLS AND BOYS UNDER 18 YEARS OLD; VICE PRESIDENT-VOTE TO APPROVES THE TOURNAMENT SCHEDULE, BUDGET, SUMMER PROGRAMS, MAJOR PURCHASES (IE VOLLEYBALLS, UNIFORMS, ECT) AS PRESENTED BY THE EXEC DIRECTOR; 5 HRS/MTH-NONE DURING TRADING HOURS. 2) B&B, LLC; non-investment-related; 3227 SE Maricamp Rd, Ocala, FL 34471; Commercial Building where Bart Blessing State Farm office is housed.; owner; 1/1/2004; 4; 0; Maintenance of the Building, Hire Lawn Care. 3) Bart Blessing's Insurance Agency; Insurance Agency; Investment-related; 3227 SE Maricamp Rd Ste 102 Ocala, FL 34471-0832; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2002; 80; 80; Service customers and supervise employees 4) Hammock Park Apartments; LLC; investment-related; 2028 SE 7th ST, Ocala, FL 34471; investment or commercial property; owner; 6/17/2022; 10; 0; none. 5) Agency Accelerator; non-investment-related; 2031 SE 8th St Ocala Fl 34471; Service Industry; Partner; None; 08/25/2025; 20;10; small business coaching program designed to help insurance agency owners, and their leadership teams grow stronger organizationally.
CRS (Client Relationship Summary) - RIA
Click below to view Bart Allen Blessing'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
November 6, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 3227 Se Maricamp Rd Ste 102, Ocala, FL 34471Office #2: 2754 Windguard Circle Ste Ste. 101, Wesley Chapel, FL 33544RIA
CRD#: 3487
Ocala, FL
Current
August 14, 1999 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 3227 Se Maricamp Rd Ste 102, Ocala, FL 34471-0832BD
CRD#: 43036
Ocala, FL
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
Florida(11/13/2001)
IAR
Florida(11/6/2025)
Exams
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
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.
