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Thomas Roger Lepage

Investment adviser representative at State Farm Investment Management Corp.
28 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

28 years in the industry.

  1. State Farm Investment Management Corp.Dec 2025 to now
  2. State Farm Vp Management CorpDec 2025 to now
  3. Chris Semans Insurance AgencyOct 2025 to now
  4. Osaic Instituions, Inc.Jan 2024 to Oct 2025
  5. Baycoast BankDec 2023 to Sep 2025
  6. LPL Financial LLCFeb 2022 to Dec 2023
  7. MML Investors Services IncNov 1998 to Jan 2022
  8. Massachusetts Mutual Life Insurance CoOct 1998 to Jan 2022
  9. Hadley Insurit GroupSep 1998 to Feb 2022

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (FL).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2214144
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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