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
Jefferson C Ity, MO 65109
Credentials
ChFC®, Series 63
Industry experience
27 years
Randy Kaiser is a financial advisor with State Farm Investment Management, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at State Farm Investment Management Corp. since 2009 and owns Randy Kaiser’s Insurance Agency, which he has operated since 2000. 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 combination 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
751 W. Stadium Blvd, Ste. A
Jefferson C Ity, MO 65109
Missouri
State Farm Investment Management Corp
2018 - Present (8 years)
State Farm Investement Management Corp.
2009 - 2017 (8 years)
Randy Kaiser Insurance Agency
2000 - Present (26 years)
State Farm VP Management Corp.
1998 - Present (28 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 63, Series 65
Jefferson City, MO
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MVK Financial Planning, LLC
Series 63, Series 65
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Smith, Moore & Co.
Series 63, Series 65
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 66
Jefferson City, MO
Retirement Plan Advisors, LLC
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