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Robert Hamlin

Advisor at State Farm Investment Management

Updated today

Firm

State Farm Investment Management

Location

Salem, OR 97302

Credentials

Series 63, Series 65

Industry experience

1 year

About

Robert Hamlin is a financial advisor with State Farm Investment Management Corp. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Ted Ferry Insurance Agency and owns Rob Hamlin's Insurance Agency. State Farm Investment Management Corp. provides discretionary investment management through 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 with automated rebalancing and tax-loss harvesting.

Client services

Based on State Farm Investment Management

Portfolio management

Expertise

Based on State Farm Investment Management

Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$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%

Other

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

Location

2395 12th St

Salem, OR 97302

Most active in

Oregon

Work history

State Farm Investment management Corp

2025 - Present (1 year)

State Farm VP management corp

2025 - Present (1 year)

Rob Hamlin's Insurance Agency

2025 - Present (1 year)

State Farm VP management corp

2025 - 2025 (1 year)

State Farm Investment management Corp

2025 - 2025 (1 year)

State farm Insurance

2025 - 2025 (1 year)

State Farm VP management corp

2024 - 2025 (1 year)

Ted Ferry Insurance Agency

2022 - 2025 (3 years)

Faust BioAg

2021 - 2022 (1 year)

Riddell Farms Inc

2019 - 2021 (2 years)

Riddell Farms Inc

2019 - 2019 (1 year)

Oregon State University

2018 - 2018 (1 year)

Riddell Farms Inc

2018 - 2018 (1 year)

Full Time Education

2016 - 2018 (2 years)

Roberson Rv

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brenna J

CFP®

Salem, OR

Collective Wealth Planning

My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.

General retirement planning General tax planning Public Service Employee Baby Boomers (Born 1946-1964)
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Alicia M

Series 63, Series 66

Salem, OR

Difi Advisory

ESG / Sustainable investing
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Danae J

CFP®, Series 66

Salem, OR

Capital Financial Planners

Wealth management Founder/Business Owner
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Mathew W

Series 65

Salem, OR

JH Advisors

Tax-loss harvesting Passive / index investing Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Paul C

Series 66

Salem, OR

JGC Tax & Wealth Management

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management
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Katie F

Series 65

Salem, OR

JGC Tax & Wealth Management

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management
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