Robert Lee

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 06/2026
  Rigo Chaparro's Insurance Agency
  Smithfield, UT
• 11/2021 → 06/2026
  Kaleb Kunz's Insurance Agency
  Logan, UT
• 07/2025 → 06/2026
  State Farm Vp Management Corp
  Smithfield, UT
• 10/2024 → 11/2025
  Walmart Supercenter
  Logan, UT
• 07/2021 → 11/2021
  Localeyes Llc
  Provo, UT
• 07/2020 → 07/2021
  Apex Energy Solutions
  Taylorsville, UT
• 04/2020 → 07/2020
  Stone Meats Inc
  Ogden, UT
• 08/2017 → 04/2020
  Unemployed
  Pleasant View, UT
• 07/2016 → 08/2017
  Bellas Fresh Mexican Grill
  Farr West, UT
• 06/2026 → Present
  State Farm Insurance
  Brigham City, UT
• 06/2026 → Present
  State Farm Investment Management Corp
  Brigham City, UT
• 06/2026 → Present
  State Farm Vp Management Corp
  Brigham City, UT

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern;6/20/2026; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-27
• S63 Uniform Securities Agent State Law Examination
  2025-12-05