BB
Brian D. Brakefield
STATE FARM INVESTMENT MANAGEMENT
McDonough, GA 30253
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CRD#: 5489230
BB
Professional summary
Brian Dee Brakefield is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Mcdonough, Georgia and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brian has worked at 2 firms and has passed the Series 65, Series 63, 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) Melon Local; non-investment; 2306 E. Pama lane, Las Vegas, NV 89119; Vendor; Independent Contractor; 6/15/2021; 32; 8; Phone conversations with other agents helping them understand how Google ad work and SEO work. 2) Bfield LLC; investment related; 70 Atlanta Street, McDonough, GA 30253; Investment or Commercial Property; Owner; 2/1/2021; 1; 0; Lease building to tenant, Amerimed Ambulance services. Collect rent and maintain unit. 3) Atlanta Street Office Condominiums; non-investment; 67 Atlanta Street, McDonough, GA 30253; association/committee/council; officer; 2/18/2021; 0; 0; As owner of two of the units, vote on maintenance and improvements on common areas. 4) Junqet Consulting DBA Junq Art; non-investment; 70 Atlanta Street McDonough GA 30253; Consulting and art brokering.; Owner/President; 01/01/2022; 2/0; Business development consulting and mediating between buyers and sellers of fine art. 5) Brian Brakefield's Insurance Agency; Insurance Agency; Investment-related; 64 Atlanta St McDonough, GA 30253-2108; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees 7) Eastwood City Holdings LLC; non-investment; 70 Atlanta Street, McDonough, GA 30253; Real Estate Holding Company; owner; 6/17/2022; 1; 0; none. 8) Eastwood City Development LLC; investment; 70 Atlanta Street, McDonough, GA 30253; Commercial real estate; owner; 6/17/2022; 1; 0; none. 9) Whiskey Benjies; investment related; 1078 Abington CT Brookhaven GA 30319; investment in whiskey company; owner/officer; 08/31/2022; 1; 0; To invest in shares of Slainte whiskey startup company. 10) City of McDonough Zoning Appeals Board; Non-investment related; 136 Keys Ferry Street McDonough GA 30253; Public Service; Board Member; None; 06/02/2023; 1; 0; To vote on zoning appeal applications for developments in the City of Mcdonough 11) Pickle Benjies LLC; non-investment related; 1078 Abington Court Brookhaven GA 30319; Pickleball club; Other; None; 08/01/2023; 0; 0;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Dee Brakefield'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
August 19, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 64 Atlanta St, Mcdonough, GA 30253Office #2: 1510 Klondike Rd Sw Ste 101, Conyers, GA 30094RIA
CRD#: 3487
McDonough, GA
Current
March 11, 2008 - 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
Alabama(10/5/2020)
IAR
Alabama(8/19/2025)
RR
Florida(10/5/2020)
IAR
Florida(9/18/2025)
RR
Georgia(3/25/2008)
IAR
Georgia(8/20/2025)
RR
South Carolina(10/5/2020)
IAR
South Carolina(8/19/2025)
RR
Tennessee(10/5/2020)
Exams
State Security Law Exam
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.
