Latko Wealth Management
45yrs
Top advisor by experience in Frankfort
12yrs
Scott Case
Full name on record: Scott William Case
Financial advisor at State Farm Investment Management
Based in Frankfort, Illinois, Scott Case is a fiduciary financial advisor with 12 years of industry experience. Scott joined State Farm Investment Management in 2019, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 77 advisors with offices in Frankfort, and one of 75 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeFrankfort, IL
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 Scott
Frankfort, ILOffice · Get directions Firm main line(800) 447-0740Headquarters: State Farm Investment Management · Bloomington, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Scott
Tailored to Scott’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call State Farm Investment Management at (800) 447-0740 and ask for Scott Case. Scott works from the Frankfort, IL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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