Raymond James & Associates
44yrs
Top advisor by experience in Kalkaska
4yrs
Michael Smith
Financial advisor at State Farm Investment Management
Based in Kalkaska, Michigan, Michael Smith is a fiduciary financial advisor with 4 years of industry experience. Michael has been with State Farm Investment Management since 2022. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 6 advisors with offices in Kalkaska, and one of 6 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office208 N Cedar St Unit B, Kalkaska, MI 49646
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
- 2022 – nowState Farm Investment Management Corp.Current firm
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call State Farm Investment Management at 800-447-0740 and ask for Michael Smith. Michael works from the Kalkaska, MI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Michael 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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