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
Sunrise, FL 33351-6741
Credentials
Series 65
Industry experience
28 years
Lazaro Maseda is a financial advisor with State Farm Investment Management in Sunrise, FL, holding a Series 65 designation and 28 years of industry experience. He has been with State Farm Investment Management Corp and State Farm VP Management Corp since 2013 and owns the Lazaro Maseda Insurance Agency. Outside of his advisory work, he serves as a board member for an education organization, works as a Geometry and Algebra 2 instructor in a home education program, and acts as treasurer for Riverside Church. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm manages individual and retirement accounts via a retail wrap-fee program, utilizing a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.
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
7800 W Oaklnd Pk Blvd Ste 218 F
Sunrise, FL 33351-6741
Florida
State Farm Investment management Corp
2018 - Present (8 years)
State Farm VP management corp
2018 - Present (8 years)
Lazaro Maseda Insurance Agency
2018 - Present (8 years)
State Farm VP management corp
2013 - Present (13 years)
Lazaro Maseda Insurance Agency
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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