Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Lagrange, GA 30240
Credentials
Series 63, Series 65
Industry experience
3 years
Bradley Van Pelt is an investment advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. He currently owns and operates Bradley Van Pelt's Insurance Agency in Lagrange, GA. His prior roles include various positions within State Farm affiliated entities and insurance agencies. 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 using a combination of low-cost ETFs and actively managed mutual funds, with automated rebalancing and 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
305 W Haralson St, Suite 300
Lagrange, GA 30240
Alabama · Florida · Georgia
Bradley Van Pelt's Insurance Agency
2025 - Present (1 year)
State Farm Investment Management Corp
2024 - Present (2 years)
State Farm VP Management Corp.
2024 - Present (2 years)
State Farm Insurance
2024 - 2025 (1 year)
State Farm Investment Management Corp
2023 - 2024 (1 year)
State Farm VP Management Corp.
2021 - 2024 (3 years)
John Shaffer Insurance Agency
2020 - 2024 (4 years)
McGuire's Irish Pub
2019 - 2019 (1 year)
Risk Management Foundation
2018 - 2020 (2 years)
The Gulf
2017 - 2017 (1 year)
University of West Florida
2016 - 2020 (4 years)
David's Catfish House
2016 - 2016 (1 year)
Escambia County School District
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lagrange, GA
Baker Wealth Group LLC
Series 63, Series 66
Lagrange, GA
The Fiduciary Alliance
CFP®, Series 66
Lagrange, GA
The Fiduciary Alliance
CFP®, Series 63, Series 65, Series 66
La Grange, GA
Kestra Private Wealth Services, LLC
Series 63
La Grange, GA
Ameriprise
Series 66
Lagrange, GA
Raymond James Financial
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