LPL Financial
46yrs
Top advisor by experience in Lees Summit
4yrs
Dillon Wait
Full name on record: Dillon Ray Wait
Financial advisor at State Farm Investment Management
Based in Lees Summit, Missouri, Dillon Wait is a financial advisor with 4 years of industry experience. Dillon has been with State Farm Investment Management since 2025. Dillon holds the ChFC designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office816 NW Park Ln Suite B, Lees Summit, MO 64063
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
- Apr 2025 – nowState Farm Investment Management Corp.Current firm
Contact Dillon
816 NW Park Ln Suite BLees Summit, MO 64063Office · Get directions Firm main line(800) 447-0740Headquarters: State Farm Investment Management · Bloomington, IL
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Questions to ask Dillon
Tailored to Dillon’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 Dillon
How do I contact Dillon?
Call State Farm Investment Management at (800) 447-0740 and ask for Dillon Wait. Dillon works from the Lees Summit, MO office.
How long has Dillon been a financial advisor?
Dillon has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Dillon hold?
Series 63. Tap any license on this page to see what it allows.
Is Dillon a fiduciary?
Dillon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dillon paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Dillon 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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