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
Battle Creek, MI 49017
Credentials
Series 63, Series 65
Industry experience
< 1 year
Kaleb Underwood is a financial advisor at State Farm Investment Management with Series 63 and Series 65 licenses and no prior industry experience. His work history includes roles outside finance, such as landscaping and lawn maintenance, as well as involvement with Chad Heeter's Insurance Agency. 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 using a mix of low-cost ETFs and select actively managed mutual funds, operating a retail wrap-fee program through its affiliated broker-dealer.
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
181 North Ave
Battle Creek, MI 49017
Michigan
State Farm Investment Management Corp
2025 - Present (1 year)
State Farm VP Management Corp.
2025 - Present (1 year)
Chad Heeter Insurance Agency
2024 - Present (2 years)
Red Truck Landscaping
2020 - 2024 (4 years)
Grace Chrisitan University
2018 - 2020 (2 years)
CD Lawn Maintenance & Supply
2016 - 2018 (2 years)
Kens Greenhouse
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Series 65
Marshall, MI
Wealth Ease Wealth Management
Series 65
Marshall, MI
Miller Financial Services LLC
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
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