Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Houston, TX 77042
Credentials
ChFC®, Series 63
Industry experience
18 years
Shane Rogers is a financial advisor with State Farm Investment Management and holds the ChFC® and Series 63 designations. He has 18 years of industry experience, primarily with State Farm-affiliated entities. Rogers also owns and operates Shane Rogers Insurance Agency in Houston, TX. 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 with a mix of low-cost ETFs and actively managed mutual funds, offering automated rebalancing and tax-loss harvesting within a retail wrap-fee program.
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
3200 Wilcrest Dr, Suite 460
Houston, TX 77042
Texas
Shane Rogers Insurance Agency
2023 - Present (3 years)
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm VP Management Corp
2023 - Present (3 years)
State Farm Investment Management
2021 - 2023 (2 years)
State Farm Insurance
2021 - 2023 (2 years)
State Farm VP Management Corp.
2021 - 2023 (2 years)
State Farm Insurance
2021 - 2021 (1 year)
State Farm VP Management Corp.
2021 - 2021 (1 year)
State Farm Insurance
2020 - 2021 (1 year)
State Farm VP Management Corp
2020 - 2021 (1 year)
State Farm VP Management Corp.
2019 - 2020 (1 year)
State Farm insurance
2019 - 2020 (1 year)
State Farm Investment Management
2019 - 2019 (1 year)
State Farm Investment Management
2018 - 2019 (1 year)
State Farm insurance
2013 - 2019 (6 years)
State Farm VP Management Corp.
2013 - 2019 (6 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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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