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Cooper Raymond

Advisor at State Farm Investment Management

Updated today

Firm

State Farm Investment Management

Location

Layton, UT 84040

Credentials

Series 63, Series 65

About

Cooper Raymond is a financial advisor with State Farm Investment Management Corp. based in Ogden, UT. He holds Series 63 and Series 65 licenses and has experience working with multiple insurance agencies and investment management entities since 2019. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, implementing target asset allocations with a combination of low-cost ETFs and actively managed mutual funds.

Client services

Based on State Farm Investment Management

Portfolio management

Expertise

Based on State Farm Investment Management

Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$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%

Other

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

Location

887 E 1000 N

Layton, UT 84040

Most active in

Utah

Work history

State Farm Investment Management Corp

2025 - Present (1 year)

State Farm Investment Management Corp

2025 - Present (1 year)

Kallee Ehrhart's Insurance Agency

2025 - Present (1 year)

State Farm VP Management Corp

2025 - Present (1 year)

Kallee Ehrhart's Insurance Agency

2025 - Present (1 year)

state farm VP management corp

2025 - Present (1 year)

Travis Ehrhart's Insurance Agency

2022 - Present (4 years)

GoEngineer

2021 - 2022 (1 year)

Travis Ehrhart's Insurance Agency

2020 - 2021 (1 year)

AvantGuard

2019 - 2020 (1 year)

The Church of Jesus Christ of Latter-Day Saints

2017 - 2019 (2 years)

Pizza Factory

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David F

CFP®, Series 63, Series 65

Farmington, UT

David Russell Fjeldsted

General tax planning Real estate investing
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Brett A

Series 65

Ogden, UT

Cash Flow Investment Services LLC

Active portfolio management
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Elliot M

Series 63, Series 65

Ogden, UT

Sanguine Owl, Lc

Options & derivatives strategies Concentrated stock management

Garrett B

CFP®

West Haven, UT

Bybee Wealth Management LLC

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
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Mark M

Series 63, Series 66

Kaysville, UT

Monson Wealth Management LLC

Wealth management
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Matthew H

CFP®, Series 63, Series 66

Kaysville, UT

Kinnect Advisor Group, L.L.C.

Founder/Business Owner
Warmer team member

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