Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Spokane, WA 99201
Credentials
Series 63, Series 65
Industry experience
29 years
David Christy is a financial advisor with State Farm Investment Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been affiliated with various State Farm entities and his own insurance agency throughout his career. Outside of his advisory role, he serves as a volunteer board member for the Insurance Department Advisory Board at Washington State University and is involved in consulting and speaking engagements for insurance agents through his own speaking business. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios, serving individual and retirement accounts primarily through its affiliated broker-dealer. The firm employs a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting, and it supports a large network of investment adviser representatives.
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
621 W Mallon Ave
Spokane, WA 99201
Arizona · California · Florida · Idaho · Missouri · Nevada · New York · Oregon · South Dakota · Texas · Utah · Virginia · Washington
State Farm Investment Management
2023 - Present (3 years)
State farm vp management corp
2023 - Present (3 years)
David Christy Insurance Agency
2023 - Present (3 years)
State Farm Investment Management
2020 - Present (6 years)
State Farm Investment Management
2018 - 2019 (1 year)
State Farm VP Management Corp.
2014 - 2016 (2 years)
David Christy Insurance Agency
2014 - 2016 (2 years)
State Farm VP Management Corp.
1998 - Present (28 years)
David Christy Insurance Agency
1996 - Present (30 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.
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Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel
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