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
Virginia Beach, VA 23456
Credentials
Series 63, Series 65
Industry experience
< 1 year
Brian Bartko is an advisor at State Farm Investment Management with Series 63 and Series 65 credentials. He has experience working at Rocket Mortgage and owns Brian Bartko Insurance Agency, where he serves as owner and agent. 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
1625 Salem Road, Suite 103
Virginia Beach, VA 23456
Maryland · North Carolina · Virginia · West Virginia
State Farm Investment Management Corp,
2025 - Present (1 year)
State Farm VP Management Corp.
2025 - Present (1 year)
Rocket Mortgage
2021 - 2023 (2 years)
Brian Bartko Insurance Agency
2021 - Present (5 years)
State Farm Insurance
2020 - 2020 (1 year)
Frolicious
2017 - 2022 (5 years)
Spoon Me LLC
2017 - 2022 (5 years)
Snyders Lance
2014 - 2020 (6 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Other specialized services
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