Edward Jones
28yrs
Top 8% by experience at Edward Jones
3yrs
Brian Bartz
Financial advisor at State Farm Investment Management
Brian Bartz has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Wales, Wisconsin. Brian joined State Farm Investment Management in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 4 advisors with offices in Wales, and one of 3 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office214 S Wales Rd, Wales, WI 53183
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowState Farm Investment Management Corp.Current firm
Contact Brian
Local office(262) 968-6247Ask for Brian. (800) 447-0740Main office · Bloomington, IL 214 S Wales RdWales, WI 53183Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Brian’s local office at (262) 968-6247 or the State Farm Investment Management main office at (800) 447-0740, and ask for Brian Bartz.
How long has Brian been a financial advisor?
Brian has been in the industry since 2024, about 3 years. 3 years in the industry.
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.
Other advisors nearby
MWA Financial Services
26yrs
Top 11% by experience at MWA Financial Services
MWA Financial Services
16yrs
More experience than 74% of advisors at MWA Financial Services