RC
RC

Ryan Cockrum

11 Years of Experience
Stroud, OK
1 DisclosureBrokerSells Insurance

Ryan Cockrum is a registered investment advisor at State Farm Investment Management CORP., based in Stroud, OK, with 11 years of industry experience. Ryan 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
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
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Location

714 W 4th St, Stroud, OK, 74079

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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
June 2022
Settled
Other Business ActivitiesSells Insurance

Ryan owns CLB Farms LLC (both investment and non-investment related), Ryan Cockrum's Insurance Agency (State Farm), and is an officer for Kendrick Volunteer Fire Department. He is also a member of the finance committee for First Baptist Church and is affiliated with E*TRADE Securities LLC.

Employment History
Current Registrations
State Farm Investment Management CORP.
February 2022 - Present · 4 yrs 8 mos
State Farm Vp Management CORP.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Edward Jones
October 2014 - June 2021 · 6 yrs 8 mos
Edward JonesBroker
July 2014 - June 2021 · 6 yrs 11 mos
State Registrations3 states
CAOKTX
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.