Private Advisor Group
40yrs
Top advisor by experience in Columbia Falls
28yrs
Lyle Mitchell
Full name on record: Lyle Eric Mitchell
Financial advisor at State Farm Investment Management
Lyle Mitchell has worked in the financial industry for 28 years and is a financial advisor based in Columbia Falls, Montana. Lyle joined State Farm Investment Management in 2019, a firm offering investment management. Lyle holds the ChFC designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 2% by experience at State Farm Investment Management
Office31 8th St East, Columbia Falls, MT 59912
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
- 2019 – nowState Farm Investment Management Corp.Current firm
- 2010 – 2017State Farm Investment Management Corp.Previously
- 2005 – 2008State Farm Investment Management Corp.Previously
Contact Lyle
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Lyle. 31 8th St EastColumbia Falls, MT 59912Office · Get directions
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Questions to ask Lyle
Tailored to Lyle’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
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About Lyle
How do I contact Lyle?
Call State Farm Investment Management at (800) 447-0740 and ask for Lyle Mitchell. Lyle works from the Columbia Falls, MT office.
How long has Lyle been a financial advisor?
Lyle has been in the industry since 1998, about 28 years. Top 2% by experience at State Farm Investment Management.
What licenses does Lyle hold?
Series 63. Tap any license on this page to see what it allows.
Is Lyle a fiduciary?
Lyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Lyle paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Lyle 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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