Edward Jones
23yrs
Top advisor by experience in Wheat Ridge
12yrs
Steven Basler
Financial advisor at State Farm Investment Management
Steven Basler is a financial advisor in Wheat Ridge, Colorado, with 12 years in the industry. Steven joined State Farm Investment Management in 2018, a firm offering investment management. Steven holds the ChFC designation.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 69% of advisors in Wheat Ridge
Office12600 W 32nd Ave, Wheat Ridge, CO 80033
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
- 2018 – nowState Farm Investment Management Corp.Current firm
Contact Steven
Local office(303) 421-8300Ask for Steven. (800) 447-0740Main office · Bloomington, IL 12600 W 32nd AveWheat Ridge, CO 80033Office · Get directions
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Questions to ask Steven
Tailored to Steven’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 Steven
How do I contact Steven?
Call Steven’s local office at (303) 421-8300 or the State Farm Investment Management main office at (800) 447-0740, and ask for Steven Basler.
How long has Steven been a financial advisor?
Steven has been in the industry since 2014, about 12 years. More experience than 69% of advisors in Wheat Ridge.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Steven 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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