Courtney Reed
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Courtney Reed is an investment adviser representative with State FARM Investment Management Corp. in Reynoldsburg, OH, where they have been registered since 2023. They have worked in the securities industry since 2012 and have been registered with 7 firms, including J.p. Morgan Securities LLC and Morgan Stanley. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana, Kentucky, Michigan, and Ohio.
Registrations & licenses
- Investment adviser:
- Indiana, Kentucky, Michigan, Ohio
- Broker:
4 states and territories
Indiana, Kentucky, Michigan, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsApr 2007 – Nov 2017Woodmere Village, OH
- LPL Financial LLCJan 2018 – Apr 2018Beachwood, OH
- Stratos Wealth Partners, Ltd.Jan 2018 – Mar 2018Beachwood, OH
- Quicken Loans Inc.Aug 2018 – Sep 2018Cleveland, OH
- Paychex Inc.Oct 2018 – May 2019Hudson, OH
- UnemployedMay 2018 – Jul 2018Cleveland, OH
- Valic Financial Advisors, Inc.Apr 2019 – Jun 2020Independence, OH
- Equitable AdvisorsJul 2020 – Aug 2021New York, NY
- ValicMay 2019 – Jun 2020Independence, OH
- Fidelity Brokerage Services LLCOct 2010 – Nov 2017Woodmere Village, OH
- Morgan StanleyJan 2022 – Aug 2022Columbus, OH
- EveriseAug 2021 – Jan 2022Austin, TX
- J.P. Morgan Securities LLCSep 2022 – Mar 2023Westerville, OH
- Strategic Advisers, IncMay 2011 – Nov 2017Woodmere Village, OH
- American International GroupMay 2019 – Jul 2020Independence, OH
- Stratos Wealth PartnersJan 2018 – Mar 2018Beachwood, OH
- Aliance Industrial SolutionsJul 2021 – Oct 2021Twinsburg, OH
- UPSDec 2017 – Jan 2018Cleveland, OH
- State Farm InsuranceMar 2023 – Aug 2023Reynoldsburg, OH
- State Farm VP Management CorpMar 2023 – no end date reportedReynoldsburg, OH
- State Farm Investment Management CorpMar 2023 – no end date reportedReynoldsburg, OH
- Courtney Reed's Insurance AgencyAug 2023 – no end date reportedReynoldsburg, OH
Official records & sources
Data as of August 11, 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
Client types the firm serves
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 profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Courtney Reed 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.
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