Robert W. Baird & Co.
11yrs
11 years in the industry
New
Chase Young
Financial advisor at State Farm Investment Management
Chase Young is a financial advisor in Simpsonville, Kentucky, registered since Feb 2026. Chase joined State Farm Investment Management in 2026, a firm offering investment management. Chase holds the ChFC designation.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office7205 Shelbyville Rd, Simpsonville, KY 40067
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Feb 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Chase
Tailored to Chase’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
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About Chase
How do I contact Chase?
Call State Farm Investment Management at 800-447-0740 and ask for Chase Young. Chase works from the Simpsonville, KY office.
How long has Chase been a financial advisor?
Chase is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Chase hold?
Series 63. Tap any license on this page to see what it allows.
Is Chase a fiduciary?
Chase is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Chase paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Chase 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.