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Robert L Simpson

Investment adviser representative at State Farm Investment Management Corp.
8 yearsExperience
3 statesRegistered 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

8 years in the industry.

  1. Bobby Simpson Insurance AgencyJul 2023 to now
  2. State Farm Vp Managment CorpJul 2023 to now
  3. State Farm Investment Management Corp.May 2023 to now
  4. State Farm InsuranceJan 2023 to Jun 2023
  5. State Farm Vp Managment CorpJan 2023 to Jun 2023
  6. Jody White Ii Insurance AgencyNov 2022 to Jan 2023
  7. Jake Brandmeyer Insurance AgencyNov 2021 to Jan 2023
  8. Marathon GroupMar 2018 to Nov 2021
  9. Service Protection DirectAug 2017 to Mar 2018
  10. Munie Greencare ProfessionalsAug 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 3 states (IL, IN, MO).

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
7659549
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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