Osaic Wealth
27yrs
Top 19% by experience in Kentucky
21yrs
Mark Smith
Full name on record: Mark Hampton Smith
Financial advisor at State Farm Investment Management
Mark Smith has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Carrollton, Kentucky. Mark has been with State Farm Investment Management since 2019. State Farm Investment Management offers investment management and is paid through a percentage of assets.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 72% of advisors at State Farm Investment Management
Office1206 Highland Ave, Carrollton, KY 41008
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
- 2019 – nowState Farm Investment Management Corp.Current firm
Contact Mark
1206 Highland AveCarrollton, KY 41008Office · Get directions Firm main line(800) 447-0740Headquarters: State Farm Investment Management · Bloomington, IL
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call State Farm Investment Management at (800) 447-0740 and ask for Mark Smith. Mark works from the Carrollton, KY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2006, about 21 years. More experience than 72% of advisors at State Farm Investment Management.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Mark 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.