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Owen Baker

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.

  1. State Farm InsuranceAug 2026 to now
  2. State Farm Investment Management Corp.Apr 2026 to now
  3. State Farm Vp Management CorpJan 2024 to now
  4. Alex Serra Insurance AgencyDec 2021 to Aug 2026
  5. Lebanon School DistrictAug 2021 to Oct 2021
  6. Corvallis ContractorJun 2021 to Aug 2021
  7. Dutch Brother CoffeeJan 2019 to Jun 2021
  8. Conversion BrewingJan 2017 to Jan 2019
  9. UnemployedJan 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (OR).

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
8026003
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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