Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
22yrs
Patrick Smith
Full name on record: Patrick John Smith
Financial advisor at State Farm Investment Management
Patrick Smith has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Boulder, Colorado. After a year at Wells Fargo Investments, Patrick joined State Farm Investment Management in 2018, a firm offering investment management. Patrick holds the ChFC designation.
One of 451 advisors with offices in Boulder, and one of 402 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 25% by experience at State Farm Investment Management
Office2400 28th Street Suite 200, Boulder, CO 80301
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
- Sep 2004 – Dec 2005Wells Fargo Investments, LLCPreviously
Contact Patrick
Local office(303) 444-1440Ask for Patrick. (800) 447-0740Main office · Bloomington, IL 2400 28th Street Suite 200Boulder, CO 80301Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (303) 444-1440 or the State Farm Investment Management main office at (800) 447-0740, and ask for Patrick Smith.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2004, about 22 years. Top 25% by experience at State Farm Investment Management.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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