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ChFC
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ChFC

Michael Gibbs

State Farm Investment Management CORP.
26 Years of Experience
Aurora, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Gibbs is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Aurora, CO, with 26 years of industry experience. Michael 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3140 S Parker Rd, Ste 3A, Aurora, CO, 80014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael originates mortgage loans for Rocket Mortgage and is a partner in JEX Enterprises, LLC, a rental property business. He also owns Michael Gibbs's Insurance Agency, selling insurance products, and coaches basketball at Cherry Creek and Douglas County HS.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2019 - Present · 7 yrs 4 mos
State Farm Vp Management CORP.Broker
September 2002 - Present · 24 yrs 1 mo
Previous Registrations
Jackson National Life Distributors, INC.Broker
May 2002 - June 2002 · 1 mo
Janus Distributors LLCBroker
April 2000 - April 2002 · 2 yrs
State Registrations5 states
AZCACOHIMI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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