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Dawson Wood

Investment adviser representative at State Farm Investment Management Corp.
12 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

12 years in the industry.

  1. Dawson Wood Insurance AgencyJan 2026 to now
  2. State Farm Investment Management Corp.Apr 2025 to now
  3. State Farm Vp Management CorpAug 2024 to now
  4. State Farm InsuranceAug 2025 to Dec 2025
  5. Tony Dow Insurance AgencyAug 2024 to Aug 2025
  6. Mike Fohey Insurance AgencyJun 2021 to Aug 2025
  7. Truman State UniversityAug 2017 to May 2021
  8. South Shelby High SchoolAug 2014 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7976991
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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