Dylan Plane
Financial advisor at State Farm Investment Management Corp. · Lafayette, CO
Last updated 2026-10-10
Claim your profileDylan Plane is a financial advisor at State Farm Investment Management Corp. in Lafayette, CO, CRD 7937140. Licenses and exams on the registration: Series 65. IAPD registration began 2025-05-15.
Registration
- CRD number
- 7937140
- Registration status
- Active
- IAPD registration
- 2025-05-15
- Industry Experience
- 1 year
- Work Experience
- 13 years
- States registered
- CO
Licenses and exams
- Series 65
Work history
- 2013-06 to 2017-06 · Full Time Education - Colorado State University · Fort Collins, CO
- 2017-08 to 2018-06 · Jim Plane State Farm · Lafayette, CO
- 2018-09 to 2019-06 · Travelers Haven · Glendale, CO
- 2019-06 to 2020-03 · Travelers Haven · Glendale, CO
- 2020-03 to 2021-02 · Hotel Engine · Glendale, CO
- 2021-02 to 2022-11 · Hotel Engine · Glendale, CO
- 2023-01 to Present · Jim Plane Insurance Agency · Lafayette, CO
- 2024-06 to Present · State Farm Vp Management Corp. · Lafayette, CO
- 2025-05 to Present · State Farm Investment Management Corp · Lafayette, CO
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Dylan Plane is a financial advisor at State Farm Investment Management Corp. in Lafayette, CO. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, and Investment companies; services including Portfolio Management: Individuals and Small Businesses and Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
1319 W Baseline Rd, Lafayette, CO 80026
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
Are you Dylan Plane?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.