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Bruce Holiman

Advisor at State Farm Investment Management

Updated today

Firm

State Farm Investment Management

Location

Lees Summit, MO

Credentials

ChFC®, Series 63

Industry experience

28 years

About

Bruce Holiman is a financial advisor with State Farm Investment Management, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. He has been with State Farm Investment Management Corp since 2018 and also serves at State Farm VP Management Corp. since 2006. Outside of his advisory roles, he is involved in community service as the director and chairman of the Lee’s Summit Beautification Commission and holds leadership positions in several local organizations. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm manages retail wrap-fee programs offering individual and retirement accounts, utilizing 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

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

Lees Summit, MO

Most active in

Kansas · Missouri

Work history

State Farm Investment Management Corp

2018 - Present (8 years)

State Farm Vp Management Corp.

2006 - Present (20 years)

Bruce Holiman Insurance Agency

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Active portfolio management

Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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Jay H

Series 65

Prairie Village, KS

Financial Management Consultants LLC

Income planning General estate planning guidance Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP)
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James K

Series 66

Lee's Summit, MO

LSA TPM, LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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James H

CFP®, Series 63

Raymore, MO

Pillar Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Young Professionals
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Jonathan F

Series 66

Leawood, KS

Satya Investment Management, LLC

General retirement planning Wealth management
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