Travis Smith
Financial advisor at State Farm Investment Management
Based in Jefferson City, Missouri, Travis Smith is a fiduciary financial advisor with 3 years of industry experience. Travis has been with State Farm Investment Management since 2024. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 86 advisors with offices in Jefferson City, and one of 75 fiduciaries.
At a glance
Services through State Farm Investment Management
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
- 2024 – nowState Farm Investment Management Corp.Current firm
Contact Travis
Local office(573) 636-9040Ask for Travis. (800) 447-0740Main office · Bloomington, IL 601 E McCarty St Suite BJefferson City, MO 65101Office · Get directions
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
About Travis
How do I contact Travis?
Call Travis’s local office at (573) 636-9040 or the State Farm Investment Management main office at (800) 447-0740, and ask for Travis Smith.
How long has Travis been a financial advisor?
Travis has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Travis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Travis 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.