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Advisors / Pennsylvania / State College
15yrs

Lan Yang

Financial advisor at State Farm Investment Management

Lan Yang has worked in the financial industry for 15 years and is a financial advisor based in State College, Pennsylvania. Lan has been with State Farm Investment Management since 2018. Lan holds the ChFC designation.

One of 172 advisors with offices in State College.

State College, PA 16803ChFC
Call the officeDirections

At a glance

Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors at State Farm Investment Management
Office2210 N Atherton St, State College, PA 16803
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

  1. 2018 – now

Questions to ask Lan

Tailored to Lan’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 Lan

How do I contact Lan?

Call Lan’s local office at (814) 234-3024 or the State Farm Investment Management main office at (800) 447-0740, and ask for Lan Yang.

How long has Lan been a financial advisor?

Lan has been in the industry since 2011, about 15 years. More experience than 57% of advisors at State Farm Investment Management.

What licenses does Lan hold?

Series 63. Tap any license on this page to see what it allows.

Is Lan a fiduciary?

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

How is Lan paid?

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