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Travis Lance Simon

State Farm Investment Management Corp.

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About Travis Lance Simon

Travis Simon is a financial advisor with State Farm Investment Management Corp. in Russellville, KY. Travis has been in the financial services industry since 2000 and is licensed to provide investment advice in Kentucky. He is also a Registered Representative and a Certified Financial Consultant. Travis's previous experience includes working as an agent for State Farm Insurance, and as a financial advisor with Northwestern Mutual Investment Services.

Firm Information

Travis Simon is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis Simon’s Registration & Firm History

KY

09/01/2023 - Present

State Farm Investment Management Corp. (Russellville KY)

TN

01/03/2007 - 12/31/2016

STATE FARM VP MANAGEMENT CORP. (MURFREESBORO TN)

TN

06/16/2000 - 12/14/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MURFREESBORO TN)

WI

09/28/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 04/14/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Lance Simon.
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