5t Wealth
46yrs
Top advisor by experience in Napa
4yrs
Robert Reed
Financial advisor at State Farm Investment Management
Robert Reed is a fiduciary financial advisor in Napa, California, with 4 years in the industry. Robert joined State Farm Investment Management in 2023, a firm offering investment management. The firm is paid through a percentage of assets.
One of 166 advisors with offices in Napa, and one of 143 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office1842 Jefferson St, Napa, CA 94559
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
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Robert
Local office(707) 253-1200Ask for Robert. (800) 447-0740Main office · Bloomington, IL 1842 Jefferson StNapa, CA 94559Office · Get directions
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (707) 253-1200 or the State Farm Investment Management main office at (800) 447-0740, and ask for Robert Reed.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Robert 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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