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Taylor Gene Yelton

Investment adviser representative at State Farm Investment Management Corp.
10 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

10 years in the industry.

  1. State Farm Investment Management Corp.Aug 2026 to now
  2. State Farm Vp Management CorpMar 2026 to now
  3. Bethany Hicks' Insurance AgencyOct 2024 to now
  4. Career TeamMay 2024 to Sep 2024
  5. WoodmenlifeNov 2021 to Sep 2024
  6. Meyer ToolDec 2019 to Nov 2021
  7. Fidelity InvestmentsMay 2019 to Dec 2019
  8. Frishes Big BoyMay 2018 to Mar 2019
  9. Fields Lawn CareSep 2017 to Apr 2018
  10. SubwayJan 2017 to Aug 2017
  11. Fields Lawn CareJul 2016 to Dec 2016

Exams passed

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

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
8233125
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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