Travis Lance Simon
Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$12.9BFirm assets
Are you Travis Lance Simon? Claim your profile
Contact this firm
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
12 years in the industry.
- Travis Simon Insurance AgencyJan 2024 to now
- State Farm Investment Management Corp.Sep 2023 to now
- State Farm Vp Management Corp.May 2023 to now
- Copper Wire Consulting, LLCJan 2017 to now
- State Farm InsuranceAug 2023 to Jan 2024
- Amanda Simon Insurance AgencyMay 2023 to Aug 2023
- State Farm InsuranceJul 2014 to Dec 2016
- State Farm Vp Management CorpJul 2014 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KY, VA).
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
- 3251698
- Firm CRD
- 3487