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Advisors / Ohio / Toledo
2yrs

Caramon Current

Financial advisor at State Farm Investment Management

Caramon Current is a fiduciary financial advisor in Toledo, Ohio, with 2 years in the industry. Caramon joined State Farm Investment Management in 2025, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.

One of 336 advisors with offices in Toledo, and one of 261 fiduciaries.

Toledo, OH 43613Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1751 W Sylvania Ave, Toledo, OH 43613
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now

Questions to ask Caramon

Tailored to Caramon’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Caramon

How do I contact Caramon?

Call State Farm Investment Management at (800) 447-0740 and ask for Caramon Current. Caramon works from the Toledo, OH office.

How long has Caramon been a financial advisor?

Caramon has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Caramon hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Caramon a fiduciary?

Caramon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Caramon paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Caramon 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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