Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
28yrs
Brian Anastasio
Full name on record: Brian Michael Anastasio
Financial advisor at State Farm Investment Management
Brian Anastasio is a fiduciary financial advisor in Albuquerque, New Mexico, with 28 years in the industry. Brian joined State Farm Investment Management in 2018, after five years at Planmember Securities and a year at Usallianz Securities. Brian holds the ChFC designation.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 4% by experience at State Farm Investment Management
Office8625 Golf Course Rd NW Suite A, Albuquerque, NM 87114
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
- 2009 – 2012State Farm Investment Management Corp.Previously
- 2002 – 2007Planmember Securities CorporationPreviously
- Jul 2001 – Nov 2002Usallianz Securities, Inc.Previously
Contact Brian
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Brian. 8625 Golf Course Rd NW Suite AAlbuquerque, NM 87114Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call State Farm Investment Management at (800) 447-0740 and ask for Brian Anastasio. Brian works from the Albuquerque, NM office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1998, about 28 years. Top 4% by experience at State Farm Investment Management.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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