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
Bryan, TX 77802
Credentials
Series 63, Series 65
Industry experience
3 years
Scot Semple is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. He also owns and operates Scot Semple's Insurance Agency in Bryan, Texas, where he has been involved for over ten years. His career includes multiple roles within State Farm entities. 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 and employs 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
3953 Cross Park Dr, Unit 215
Bryan, TX 77802
Texas
State Farm Investment Management Corp
2024 - Present (2 years)
State Farm VP management Corp.
2024 - Present (2 years)
Scot Semple Insurance Agency
2016 - Present (10 years)
State Farm VP management Corp.
2016 - 2017 (1 year)
STATE FARM INSURANCE
2016 - 2016 (1 year)
State Farm VP management Corp.
2016 - 2016 (1 year)
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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
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.
CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
Series 63
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Series 65
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Series 65
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CFP®, Series 63
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Traditions Wealth Advisors, LLC.
CFP®, Series 66
College Station, TX
Traditions Wealth Advisors, LLC.
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