Brett Kuykendall
Brett Kuykendall is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Birmingham, AL, with 25 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
Birmingham, AL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
SA Stone Wealth Management INC.Broker
SA Stone Investment Advisors INC.
PNC Investments
PNC InvestmentsBroker
PNC Investments
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Farm Investment Management
State Farm Vp Management CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joyce Ladd, ChFCState Farm Investment Management CORP.
- Troy Wolkow, ChFCState Farm Investment Management CORP.
- Ferlincia Patterson, ChFCState Farm Investment Management CORP.
- Caroline BankyState Farm Investment Management CORP.
- Patrick Long, CFPCommonwealth Financial Network
- Jeffrey Mccormack, CFPSavant Wealth Management