CB
Christopher T. Brannan
STATE FARM INVESTMENT MANAGEMENT
Dexter, MO 63841-1036
Some features on this profile are disabled
CRD#: 5482511
CB
Professional summary
Christopher Todd Brannan, who also goes by Chris Brannan, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Dexter, Missouri and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Christopher has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Brannan
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) Bo's BBQ; Non-Investment Related; 1609 E Malone Ave., Sikeston, MO 63801; Local restaurant; Owner/Partner; 6/1/2016; 8, 0; Lending/Borrowing Activities, Review bank statements, Pay bills/Co-Signor on checking account. Clarification for lending/borrowing activities; meet to review profit/loss statements & bills. 2) Regional Healthcare Foundation, 215 W grant Dexter MO 63841, The RHF leases the grounds of the local hospital and runs 2 programs (Mother 2 Mother, and Prescription Drug Assistance). The board oversees the RHF (there are 4-5 employees/volunteers that operate the 2 programs)., board member, 04-01-2017,Vote on investing in CD's or Money Market Accounts (bank products), Review bank statements, no other duties. Standard board member responsibilities. Term is 3 years. Board meets every other month., 1; 0, 3) Brannan Investments, Llc; investment related; 1609 E Malone Ave, Sikeston, MO 63801; Investment or Commercial Property; Owner; none; 07/01/2016; 2;0; Pay bills, control of checkbook, review bank statements, lending and borrow activites and making deposits in chacking accounts and Responsible for repairs/maintenance of building 4) Century Investors; Investment related; 222 Belle Marde Place Kennett MO 63857; This is a previous OBA for myself that ended in March -April 2019. The investment club is restarting effective March 3, 2020 and I would like to be a member again. This is structured as a Partnership. I do not hold an office/title. We meet 10 times per year (no July or Dec mtg) in the evening. We purchase/sell stocks through TD Ameritrade account.; Partner; 03/03/2020; 1;0; no other duties. On the amount invested, we are doing an initial investment of $500 and then monthly of $100 moving forward. Same as previous time in OBA. 5) Alpha Lota Building Association; Noninvestment related; 3719 Bear Tooth Lane, Wildwood MO 63069; Board Member; Alumni group; 2;0. 6) Christopher Brannan's Insurance Agency; Insurance Agency; Investment-related; 912 N One Mile Rd Dexter, MO 63841-1036; Insurance State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees 7) Teach Them to Work LLC; non-investment related; 14190 Augusta Circle Dexter MO 63841; Other; Owner; None; 10/24/2023; 0; 0; no duties. Family Management Company to employ my minor. 8) Brannan Equipment Co. LLC; Investment related; 14190 Augusta Circle Dexter, MO 63841; Investment or Commercial Property; Owner/President; 07/15/2024; 3; 0; purchasing construction equipment to be rented through a national Equipment Share program.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Todd Brannan'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 2, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 912 N One Mile Rd, Dexter, MO 63841-1036RIA
CRD#: 3487
Dexter, MO
Current
October 21, 2009 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
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(10/12/2011)
IAR
Arkansas(7/2/2019)
RR
Kentucky(3/17/2020)
IAR
Kentucky(10/23/2024)
RR
Missouri(10/27/2009)
IAR
Missouri(7/2/2019)
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
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.
