Robert Chase Phillips
Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Robert Chase Phillips? 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
14 years in the industry.
- State Farm Investment Management Corp.Aug 2023 to now
- State Farm Vp Management CorpNov 2022 to now
- Trenton Edgington Insurance AgencyAug 2022 to now
- Ginger Cleary State FarmApr 2022 to Jul 2022
- National Corvette MuseumAug 2021 to Mar 2022
- Northwestern MutualMay 2021 to Jul 2021
- Kohl'sOct 2020 to Apr 2021
- Pbk BankJun 2020 to Sep 2020
- Western Kentucky UniversityFeb 2020 to May 2020
- State FarmJun 2019 to Jan 2020
- Western Kentucky UniversityFeb 2019 to May 2019
- Pbk BankJun 2018 to Jan 2019
- Lincoln County High SchoolNov 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7357161
- Firm CRD
- 3487