Bluering Advisors
39yrs
Top advisor by experience in Lagrangeville
18yrs
Eric Plese
Full name on record: Eric John Plese
Financial advisor at State Farm Investment Management
Eric Plese is a fiduciary financial advisor in Lagrangeville, New York, with 18 years in the industry. Eric joined State Farm Investment Management in 2023, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 7 advisors with offices in Lagrangeville, and one of 6 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors at State Farm Investment Management
Office1145 Route 55 Suite #2, Lagrangeville, NY 12540
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call State Farm Investment Management at 800-447-0740 and ask for Eric Plese. Eric works from the Lagrangeville, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 65% of advisors at State Farm Investment Management.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Eric 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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