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
Lewisburg, PA 17837-1081
Credentials
Series 63, Series 65
Industry experience
25 years
Megan Dugan is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with State Farm Investment Management since 2021 and owns Megan Dugan Insurance Agency, which she has operated since 2005. Outside of her advisory and insurance work, she serves as vice president, officer, and treasurer of Meadowbrok Parent Connection, a nonprofit association. State Farm Investment Management provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts with a mix of low-cost ETFs and select actively managed mutual funds, offering automated rebalancing, tax-loss harvesting, and a wrap-fee program distributed through 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
534 N Derr Dr
Lewisburg, PA 17837-1081
Pennsylvania
State Farm Investment Management
2021 - Present (5 years)
Megan Dugan Insurance Agency
2005 - Present (21 years)
state farm VP management corp
2003 - Present (23 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.
Series 65
Lewisburg, PA
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