RB
Richard W. Burke
STATE FARM INVESTMENT MANAGEMENT
Coral Gables, FL 33145
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CRD#: 4224329
RB
Professional summary
Richard Walter Burke JR., who also goes by Richard Watter Burke Jr., Rick Burke, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Coral Gables, Florida and STATE FARM VP MANAGEMENT CORP. located in Coral Gables, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Richard has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard Watter Burke Jr. | Rick Burke
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) Richard Burke's Insurance Agency; Insurance Agency; Investment-related; 2350 Coral Way Ste 201 Coral Gables, FL 33145-3535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees 2) Coral Way Plaza Condo Assoc; non-investment related; 2350 Coral Way Coral Gables FL 33145; Office Building Condo Owners Association. There is a total of six members and I was voted in as vice president/secretary; Officer; Board Member; Vice President; Secretary; 05/19/2021; 3; 3; Make deposits in the checking account, Pay bills/Co-Signor on checking account, Attend CWPCA meetings and have a voting rights on matters pertaining to the building. I do not vote on any insurance or investment related matters. 3) Phi Delta Theta Fraternity; non-investment related; 2 South Campus Avenue Oxford OH 45056; Membership/Civic/Fraternal Organization; Board Member; None; 07/01/2023; 2; 0; Volunteer as the chapter alumni relations advisor between parents, active students and alumni, Volunteer as Part of the Chapter Advisory Board at the University of South Florida. (Alumni Relations Adviser). 4) The Burke Family Living Trust (Personally Held Real Estate); Investment Related; 50089 Morton St Marathon, FL 33050; Investment or Commercial Property; Owner/Trustee; 06/19/2023; 4; 0; The family trust hold title to this personal real estate that we allow short term rentals. Managed by a property management company.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Walter Burke JR.'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
January 25, 2022 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2350 Coral Way Suite 201, Coral Gables, FL 33145RIA
CRD#: 3487
Coral Gables, FL
Current
October 23, 2000 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2350 Coral Way Ste 201, Coral Gables, FL 33145-3535BD
CRD#: 43036
Coral Gables, 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(2/1/2001)
IAR
Florida(1/25/2022)
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#: 3487Coral Gables, FL 33145TRUST BUT VERIFY
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