Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Camarillo, CA 93010
Credentials
Series 63, Series 65
Industry experience
9 years
Ryan Charlon is a financial advisor with State Farm Investment Management and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has held various roles within State Farm and affiliated companies since 2014. Outside of his advisory work, he is the owner and agent of Ryan Charlon's Insurance Agency. 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 offers a retail wrap-fee program for individual and retirement accounts, utilizing a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and periodic 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
340 Rosewood Ave, Suite I
Camarillo, CA 93010
Arizona · California · Nevada · Oregon
State Farm Investment Management Corp
2023 - Present (3 years)
Ryan Charlon Insurance Company
2021 - Present (5 years)
State Farm VP Management Corp.
2020 - Present (6 years)
State Farm Insurance
2020 - 2021 (1 year)
State Farm Vp Management Corp.
2019 - 2020 (1 year)
Gary Charlon Insurance Agency
2018 - 2020 (2 years)
Department Of Defense
2016 - 2018 (2 years)
State Farm Vp Management Corp.
2014 - 2016 (2 years)
Gary Charlon Insurance Agency
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
Thousand Oaks, CA
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Series 63, Series 65
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Bassin, Bruce
CFP®, Series 66
Santa Rosa Valley, CA
Opes MVB Capital, LLC
CFP®, Series 63, Series 65
Thousand Oaks, CA
Daniel J. Disimile CFP, LLC
CFA®, Series 63
Westlake Village, CA
Haven Capital Group
Series 63
Camarillo, CA
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