Merrill
47yrs
Top advisor by experience in Indianapolis
26yrs
Rick Smith is a financial advisor in Indianapolis, Indiana, with 26 years in the industry. Rick joined State Farm Investment Management in 2025, a firm offering investment management. Rick holds the ChFC designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 15% by experience at State Farm Investment Management
Office6516 Carrollton Ave, Indianapolis, IN 46220
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.
Series 63Uniform Securities Agent State Law Examination
Career
- Nov 2025 – nowState Farm Investment Management Corp.Current firm
Questions to ask Rick
Tailored to Rick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rick
How do I contact Rick?
Call Rick’s local office at (317) 582-1000 or the State Farm Investment Management main office at (800) 447-0740, and ask for Rick Smith.
How long has Rick been a financial advisor?
Rick has been in the industry since 2000, about 26 years. Top 15% by experience at State Farm Investment Management.
What licenses does Rick hold?
Series 63. Tap any license on this page to see what it allows.
Is Rick a fiduciary?
Rick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Rick paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Rick 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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