BB
Brittnee N. Barnes
STATE FARM INVESTMENT MANAGEMENT
Beaumont, TX
Some features on this profile are disabled
CRD#: 6511846
BB
Professional summary
Brittnee Nichole Barnes, who also goes by Brittnee Nichole Rodriguez, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Beaumont, Texas and STATE FARM VP MANAGEMENT CORP. located in Beaumont, Texas.
Brittnee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Brittnee 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
Brittnee Nichole Rodriguez
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) Lamar University Alumni Advisory Board; non-investment related; No Address; Association/Committee/Council; Board Member; 11/13/2021; 0;0; We act as representatives of Lamar and Lamar Alumni to the community. We try to let the community and alumni know events and exciting things going on at Lamar. 2) Barnes Management Group LLC; 2105 Bowlen Ste B Beaumont TX 77706; I will rent suite B of my office to a tenant. The office is completely separate from my State Farm office and will have no affiliation. Looking for someone in the health and wellness area to lease the space.; Owner; 07/15/2021; 1;1 3) Brittnee Barnes State Farm; non investment related; 2604 B Dowlen Beaumont TX 77706; I will have two interns work in my office for 5 weeks beginning June 21-July 30th. I will have complete oversight as a team member, however, they will be paid by the TWC as an internship. They will learn basic workplace etiquette. ; Owner; 06/12/2021; 4;1 4) Brittnee Barnes's Insurance Agency; Insurance Agency; Investment-related; 2105 Dowlen Rd Beaumont, TX 77706-2534; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2016; 80; 80; Service customers and supervise employees. 5) Young Living Essential Oils; Non-Investment-Related; 805 Jones Bridge City Texas 77611; Retail; Distributor/Sales Representative; 01/21/2018; 1hr; Not previously disclosed because I was not a registered rep at the time of involvement. I signed up to be a distributor to receive the discounted rate on products for personal and office use.
CRS (Client Relationship Summary) - RIA
Click below to view Brittnee Nichole Barnes'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 31, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #2: 2105 Dowlen Rd, Beaumont, TX 77706-2534RIA
CRD#: 3487
Beaumont, TX
Current
June 14, 2018 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2105 Dowlen Rd, Beaumont, TX 77706-2534BD
CRD#: 43036
Beaumont, TX
Past
August 24, 2015 - June 27, 2016
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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
Louisiana(2/11/2022)
IAR
Louisiana(7/31/2025)
RR
Texas(6/14/2018)
IAR
Texas(7/31/2025)
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.
