Brett Holland (CRD# 6232163) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pueblo, CO and has over 5 years of experience in the finance industry.
CRD# 3033740
State Farm Investment Management Corp.
CRD# 2485594
Rbc Capital Markets, LLC
CRD# 4287199
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Pueblo, CO | Aug 2018 - Current | 5 |
| Brett Holland Insurance Agency | Pueblo, CO | Apr 2014 - Current | 10 |
| State Farm Vp Management Corp | Pueblo, CO | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
| S63 | Uniform Securities State Law Examination | Dec 2023 |
- CO
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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