RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
11yrs
John Lee
Financial advisor at State Farm Investment Management
John Lee has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Minneapolis, Minnesota. John has been with State Farm Investment Management since 2025. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3957 42nd Ave S Suite 3961, Minneapolis, MN 55406
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
- Oct 2025 – nowState Farm Investment Management Corp.Current firm
Contact John
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for John. 3957 42nd Ave S Suite 3961Minneapolis, MN 55406Office · Get directions
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call State Farm Investment Management at (800) 447-0740 and ask for John Lee. John works from the Minneapolis, MN office.
How long has John been a financial advisor?
John has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask John 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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