Osaic Wealth
46yrs
Top advisor by experience in Southlake
1yr
Chad Smith
Financial advisor at State Farm Investment Management
Chad Smith is a fiduciary financial advisor in Southlake, Texas, with 1 year in the industry. Chad 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 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office700 N Carroll Ave Suite 130, Southlake, TX 76092
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
- Nov 2025 – nowState Farm Investment Management Corp.Current firm
Contact Chad
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Chad. 700 N Carroll Ave Suite 130Southlake, TX 76092Office · Get directions
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Questions to ask Chad
Tailored to Chad’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chad
How do I contact Chad?
Call State Farm Investment Management at (800) 447-0740 and ask for Chad Smith. Chad works from the Southlake, TX office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Chad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Chad 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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