Joseph Recker
Joseph Recker is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Sikeston, MO, with 28 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
114 N Ingram Rd, Sikeston, MO, 63801-5231
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph owns 100% of NEAWG LLC, a real estate partnership, and 50% of Recker Family Partnership LLC, which owns apartments and rental dwellings, dedicating minimal time to each. Joseph also owns Joseph Recker's Insurance Agency, an insurance agency affiliated with State Farm, where he works about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Transamerica Financial Advisors, INC.Broker
Princor Financial Services CorporationBroker
Fortis Investors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Parker, CFPLPL Financial LLC
- Hunter Crowley, CFPNwf Advisory Services INC
- Steven Addison, CFPNwf Advisory Services INC