UBS Financial Services
29yrs
Top advisor by experience in Lake Orion
25yrs
Scott Ockerman
Full name on record: Scott Benjamin Ockerman
Financial advisor at State Farm Investment Management
Scott Ockerman is a financial advisor in Lake Orion, Michigan, with 25 years in the industry. Scott joined State Farm Investment Management in 2023, a firm offering investment management. Scott holds the ChFC designation.
At a glance
Experience25 years (since 2001)
How that compares ?Top 18% by experience at State Farm Investment Management
Office403 S Broadway St, Lake Orion, MI 48362
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
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Scott
Local office(248) 391-9300Ask for Scott. (800) 447-0740Main office · Bloomington, IL 403 S Broadway StLake Orion, MI 48362Office · Get directions
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Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call Scott’s local office at (248) 391-9300 or the State Farm Investment Management main office at (800) 447-0740, and ask for Scott Ockerman.
How long has Scott been a financial advisor?
Scott has been in the industry since 2001, about 25 years. Top 18% by experience at State Farm Investment Management.
What licenses does Scott hold?
Series 63. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Scott 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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