Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Scottsdale, AZ 85254
Credentials
Series 63, Series 65
Industry experience
3 years
Anthony Santiago is a financial advisor with State Farm Investment Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He currently owns and operates Anthony Santiago's Insurance Agency. Santiago has held various roles within State Farm and related entities since 2023, as well as prior positions at several insurance firms. State Farm Investment Management provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program for individual and retirement accounts, implementing target asset allocations with a mix of low-cost ETFs and actively managed mutual funds on a discretionary basis.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
3402 N Scottsdale Rd, Ste 103
Scottsdale, AZ 85254
Arizona · Georgia
Anthony Santiago Insurance Agenc
2025 - Present (1 year)
State Farm Investment Management Corp
2025 - Present (1 year)
State Farm VP Management Corp.
2025 - Present (1 year)
State Farm Insurance
2025 - 2025 (1 year)
State Farm Insurance
2025 - 2025 (1 year)
State Farm Investment Management Corp
2023 - 2025 (2 years)
State Farm VP Management Corp.
2023 - 2025 (2 years)
Kaitlin Ponce Insurance Agency
2022 - 2025 (3 years)
Kin Insurance
2021 - 2022 (1 year)
Auto Club Group
2020 - 2021 (1 year)
Ben Feller Insurance Services
2020 - 2020 (1 year)
Mark Rossmiller Insurance Services
2019 - 2020 (1 year)
Transamerica
2018 - 2019 (1 year)
Jim Cornwell Insurance
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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CFP®, Series 65
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Series 65
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Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
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