Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
H Olstein, IA 51025
Credentials
Series 63, Series 65
Industry experience
20 years
Bradley Griffin is a financial advisor with State Farm Investment Management and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including over a decade with State Farm Insurance and its affiliated entities. Outside of his advisory role, he owns Brad Griffin's Insurance Agency and serves as a board member for Western Iowa Technical College. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, employing a mix of low-cost ETFs and select actively managed mutual funds with automated rebalancing and periodic tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
109 S Main St
H Olstein, IA 51025
Iowa · Missouri · Nebraska · South Dakota
State Farm Vp Management corp
2024 - Present (2 years)
State Farm Investment Management Corp
2024 - Present (2 years)
Brad Griffin Insurance Agency
2024 - Present (2 years)
State farm insurance
2013 - 2024 (11 years)
State Farm Vp Management corp
2013 - 2024 (11 years)
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Is active or affiliated with:
Insurance agent
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