BI
Brandon D. Inman
STATE FARM INVESTMENT MANAGEMENT
Monahans, TX 79756
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CRD#: 4256492
BI
Professional summary
Brandon Dale Inman is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Monahans, Texas and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brandon has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 6, Series 7, Series 51 and Series 24 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) Truly Texas Grown Wine Cellars, PBC; 4955 Bell Springs Road, Dripping Springs TX 78620; New business in the construction phase scheduled to open in the summer of 2020. As an original investor I am a board member although we have yet to conduct a board meeting. I am a silent partner with no duties related to daily operations. ; Wine Tasting Room; Owner, board member; 08-23-2018;2;0. 2) Inman Vineyards, LLC; Investment-related; 1311 10th Street NW Childress, TX 79201; 02/01/2010; Agriculture; Owner; 02/01/2010; This a family-owned business where I provide physical labor in growing and harvesting grapes each year. Everyone in the LLC is an owner and we do make deposits to cover operational costs throughout each year. Work is performed primarily on the weekends.; 7;0 3)Inman Oil & Gas, LLC; 1703 S Calvin Ave Monahans TX; 12/21/2017; I purchased oil and gas mineral rights for extra monthly income. ; officer, President; The mineral leases have existing production, and the LLC has the potential for monthly income based on the price of oil and gas and the amount produced each month.; 1;0. 4) Inman Ventures, LLC; 1703 S Calvin Ave Monahans TX 79756; The LLC is being created solely for the purpose to take out a loan from Happy State Bank to fund the build out of a previously disclosed OBA - Truly Texas Grown Wine Cellars.; Agent; President; 07/31/2020; 1;0 5) Brandon Inman's Insurance Agency; Insurance Agency; Investment-related; 1300 S Stockton Ave Monahans, TX 79756-6027; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2011; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Dale Inman'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
July 22, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1300 S Stockton Ave, Monahans, TX 79756Office #2: 305 S Cypress, Pecos, TX 79772RIA
CRD#: 3487
Monahans, TX
Current
May 11, 2020 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
Past
December 21, 2018 - March 25, 2019
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Monahans, TX
Past
September 8, 2008 - December 31, 2018
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
MONAHANS, TX
Past
September 15, 2000 - February 28, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LUBBOCK, TX
Past
August 31, 2000 - February 28, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 31, 2000 - February 28, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Texas(5/11/2020)
IAR
Texas(7/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 3487Monahans, TX 79756TRUST BUT VERIFY
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