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Advisors / Ohio / Berea
8yrs

Keith Wright

Financial advisor at State Farm Investment Management

Keith Wright has worked in the financial industry for 8 years and is a financial advisor based in Berea, Ohio. Keith has been with State Farm Investment Management since 2023. Keith holds the ChFC designation.

One of 22 advisors with offices in Berea.

Berea, OH 44017ChFC

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office585 W Bagley Rd, Berea, OH 44017
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.

None listed.

Career

  1. 2023 – now
  2. Nov 2018 – Sep 2019

Questions to ask Keith

Tailored to Keith’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. 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 Keith

How do I contact Keith?

Call State Farm Investment Management at (800) 447-0740 and ask for Keith Wright. Keith works from the Berea, OH office.

How long has Keith been a financial advisor?

Keith has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Keith hold?

No exams are listed on the official record.

Is Keith a fiduciary?

Keith is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Keith paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Keith 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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