user avatar

Blair Bohannon

Advisor at State Farm Investment Management

Updated today

Location

Cape Girardea, MO 63703

Credentials

Series 63, Series 65

Industry experience

7 years

About

Blair Bohannon is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked extensively within the State Farm organization and operates Blair Bohannon's Insurance Agency. State Farm Investment Management 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 select actively managed mutual funds with automated rebalancing and tax-loss harvesting.

Client services

Based on State Farm Investment Management

Portfolio management

Expertise

Based on State Farm Investment Management

Tax-loss harvesting Passive / index investing Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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%

Other

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

Location

440 S Mount Auburn Rd, Ste 106

Cape Girardea, MO 63703

Most active in

Arkansas · Illinois · Kentucky · Missouri

Work history

State Farm VP Management Corp.

2026 - Present (1 year)

State Farm Investment Management Corp

2026 - Present (1 year)

Blair Bohannon Insurance Agency

2026 - 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)

State Farm Investment Management Corp

2025 - 2025 (1 year)

State Farm VP Management Corp.

2019 - 2025 (6 years)

Chris Brannan Insurance Agency

2015 - 2025 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
user avatar

Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 65 designation and five years of industry experience. He has worked at Alspaugh Wealth Management since 2020 and concurrently at Innovative Insurance Consultants since 2009, where he serves as a licensed insurance agent. Alspaugh Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, along with ERISA 3(21) fiduciary services for retirement plan sponsors. The firm employs a multi-method approach to portfolio management and supports client-directed accounts as well as relationships with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor at Alspaugh Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2013. His prior experience includes roles at Taylor Capital Management and ownership in Unique Baby, a non-investment business. Alspaugh Wealth Management provides discretionary asset management and financial planning for individual and high-net-worth clients, as well as ERISA 3(21) fiduciary services to retirement plan sponsors. The firm combines multiple analytical methods in portfolio management and supports client-directed accounts, often working with third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kerry L

Series 63, Series 65

Cape Girardeau, MO

Tactive Advisors, LLC

Kerry Lang is a financial advisor with Tactive Advisors, LLC in Cape Girardeau, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Mainstreet RIA LLC, PlanMember Securities Corporation, and Forrest T. Jones & Co. Lang also operates as a sole proprietor, engaging in insurance sales focused on annuity and life insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework for constructing blended model portfolios and offers portfolio management through a robo-advisor platform combined with sub-advisory and TAMP services.

Active portfolio management Factor investing / smart beta Options & derivatives strategies
user avatar

Jacquelyn M

CFP®, Series 63, Series 65

Cape Girardeau, MO

Nbc Securities, Inc.

Jacquelyn Majoros is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She is currently with NBC Securities, Inc. and has previously worked at First State Financial Management and Wells Fargo Advisors. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutional investors, and municipalities. The firm offers multiple fee-based advisory programs and integrates brokerage and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Belinda F

Series 63, Series 65

Whitewater, MO

Gradient Advisors, LLC

Belinda Fox is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Anthem Blue Cross Blue Shield, and AlphaStar Capital Management. She is also the owner of Vulpes Wealth Management, LLC, where she provides advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Retirement income strategy General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")