Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
New
Patrick Lepper
Financial advisor at State Farm Investment Management
Patrick Lepper is a fiduciary financial advisor in Fort Wayne, Indiana, registered since Jun 2026. Patrick joined State Farm Investment Management in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
OfficeFort Wayne, IN
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
- Jul 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call State Farm Investment Management at (800) 447-0740 and ask for Patrick Lepper. Patrick works from the Fort Wayne, IN office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jun 2026, and holds 2 licenses.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Patrick 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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