Caleb Daniel Whitaker
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
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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
11 years in the industry.
- State Farm Investment Management Corp.Jul 2025 to now
- Caleb Whitaker's Insurance AgencySep 2018 to now
- State Farm Vp Management Corp.Apr 2018 to now
- State Farm InsuranceApr 2018 to Sep 2018
- Beau Brooks Insurance AgencyJul 2017 to Apr 2018
- Christina Smith Insurance AgencyFeb 2016 to Jul 2017
- State Farm Farm Vp Management Corp.Jul 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6526485
- Firm CRD
- 3487