Rishi Patel
Investment adviser representative at State Farm Investment Management Corp.
10 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
10 years in the industry.
- Rishi Patel Insurance AgencyAug 2025 to now
- State Farm Investment Management Corp.Feb 2025 to now
- State Farm Vp ManagementFeb 2025 to now
- State Farm InsuranceFeb 2025 to Aug 2025
- Matt Haaga State FarmAug 2023 to Feb 2025
- State FarmMay 2023 to Aug 2023
- FedexJan 2023 to May 2023
- Reynolds Bone & GriesbeckAug 2020 to Mar 2022
- Hampton Inn Olive BranchJun 2019 to Feb 2024
- UnemployedJan 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AR, MS, TN).
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
- 8027348
- Firm CRD
- 3487