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
Cedar Park, TX 78613
Credentials
Series 63, Series 65
Industry experience
3 years
Shannon Johnson is an advisor at State Farm Investment Management with Series 63 and Series 65 licenses and three years of industry experience. She is also the owner and agent of Shannon Johnson Insurance Agency, where she provides insurance services and supervises employees. 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 uses a combination 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
1101 Arrow Point Dr, Suite 210
Cedar Park, TX 78613
Texas
Shannon Johnson Insurance Agency
2024 - Present (2 years)
State Farm Investment Management Corp
2024 - Present (2 years)
State Farm VP Managment Corp
2024 - Present (2 years)
State Farm VP Managment Corp
2023 - Present (3 years)
State Farm Investment Management Corp
2023 - Present (3 years)
Shannon Johnson Insurance Agency
2023 - Present (3 years)
State Farm Investment Management Corp
2023 - 2023 (1 year)
State Farm VP Managment Corp
2022 - 2023 (1 year)
Shannon Johnson Insurance Agency
2020 - 2023 (3 years)
State Farm Insurance
2020 - 2020 (1 year)
Larry Selby Insurance Agency
2000 - 2020 (20 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
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.
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