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Benjamin Joseph Bartelt

Investment Adviser Representative at State FARM Investment Management Corp.

Albert Lea, MNCRD #5356437Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Joseph Bartelt is an investment adviser representative with State FARM Investment Management Corp. in Albert Lea, MN, where they have been registered since 2022. They have worked in the securities industry since 2015. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Iowa and Minnesota.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa, Minnesota
Broker:
2 states and territories

Iowa, Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/11/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/3/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

State FARM Investment Management Corp.Current
8/2/2022 – Albert Lea, MN
State FARM VP Management Corp.Current
12/3/2015 – Albert Lea, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. State FARM VP Management Corp
    Apr 2016 – no end date reportedAlbert Lea, MN
  2. Ben Bartelt Insurance Agency
    Jul 2016 – no end date reportedAlbert Lea, MN
  3. State FARM Investment Management Corp
    Aug 2018 – Jun 2019Albert Lea, MN
  4. State FARM Investment Management Corp
    Aug 2022 – no end date reportedAlbert Lea, MN

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About State FARM Investment Management Corp.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment Companies

Client types the firm serves

IndividualsHigh Net WorthInvestment Companies

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7,007
Offices listed on AdvisorFinder:
1
Main office:
Bloomington, IL
SEC file number:
801-8184

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Joseph Bartelt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Benjamin Joseph Bartelt (State FARM Investment Management)