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
Alexandria, MN 56308
Credentials
Series 63, Series 65
Industry experience
1 year
Sarah Iverson is a financial advisor at State Farm Investment Management with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within State Farm entities since 2025. Iverson also serves as owner and agent of the Sarah Iverson Insurance Agency and is president and board member of Glenwood Waterama, a nonprofit town festival organization. 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 via a retail wrap-fee program, employing 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
1306 Broadway St
Alexandria, MN 56308
Minnesota · North Dakota · South Dakota
State Farm VP Management Corp
2025 - Present (1 year)
State Farm Investment Management Corp
2025 - Present (1 year)
Sarah Iverson Insurance Agency
2025 - Present (1 year)
State Farm VP Management Corp
2025 - 2025 (1 year)
State Farm Insurance
2025 - 2025 (1 year)
State Farm Investment Management Corp
2025 - 2025 (1 year)
RypGolf
2020 - 2024 (4 years)
Glacial Ridge Wellness Center
2017 - 2020 (3 years)
Student
2014 - 2018 (4 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
Alexandria, MN
Fortis Group Advisors LLC
Series 63, Series 65
Alexandria, MN
Focus Financial
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Series 65
Alexandria, MN
Inspire Advisors, LLC
CFP®, Series 66
Alexandria, MN
Focus Financial
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