HS
Hans A. Schell
STATE FARM INVESTMENT MANAGEMENT
Lewis Center, OH 43035
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CRD#: 2264836
HS
Professional summary
Hans Andrew Schell, who also goes by Hans A Schell, Hans Schell, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Lewis Center, Ohio and STATE FARM VP MANAGEMENT CORP. located in Worthington, Ohio.
Hans is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Hans has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hans A Schell | Hans Schell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) S & H Professional Offices, LLC; Investment-related; 550 S Cleveland Ave, Westerville, OH 43081; investment or commercial property; board member; 10/1/2017; 5; 0; none. 2) New Albany Travel Basketball; non-investment-related; 5577 N. High Street, Ste. B, Worthington, OH 43085; Membership/civic/fraternal organization; officer; 10/15/2016; 10; 0; none. 3) New Albany Planning Commission; non-investment-related; 99 W. Main St, New Albany, OH 43054; Association/committee/council; board member;06/01/2022; 2; 0; none. 4) Hans Schell's Insurance Agency; Insurance Agency; Investment-related; 5577 N High St Ste B Worthington, OH 43085-3939; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1998; 80; 80; Service customers and supervise employees 5) New Albany Ohio Board of Zoning Appeals; non-investment-related; 99 W Main St New Albany, OH 43054; Public Service; Board Member; none; 9/25/2023; 1; 0; Attend a meeting approx. every other month to hear cases involving some type of zoning variance request. 6) 1450 E Main St., LLC; investment-related; 1450 E Main St. Lancaster, OH. 43130; Investment or Commercial Property; Owner; none; 8/1/2024; 1; 0; Duties: Personally Held Real Estate 7) Hans Schell-Property #2 (personally Held Real Estate); Investment-related; 811 Dietrich St. Newark, Oh 43055; Investment or Commercial Property; Owner; 09/20/2024; 1; 0; Investment property 8) Hans Schell-Property #3 (personally Held Real Estate); Investment-related; 15431 Quinley Dr Austin, Tx 78728; other: This is a stand-alone home used as a rental; Partner; 09/20/2024; 1; 0; Investment property 9) Plain Township Trustee; non-investment-related; 9500 Johnstown Rd. New Albany, OH. 43054; Public Service; Elected Official; None; 01/01/2026; 10; 1; Board of Trustees.
CRS (Client Relationship Summary) - RIA
Click below to view Hans Andrew Schell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 7, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 670 Enterprise Dr Ste. B, Lewis Center, OH 43035Office #2: 5577 N High St., Worthington, OH 43085RIA
CRD#: 3487
Lewis Center, OH
Current
March 1, 2021 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 5577 N High St Ste B, Worthington, OH 43085-3939BD
CRD#: 43036
Worthington, OH
Past
April 27, 1998 - March 6, 2019
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
WORTHINGTON, OH
Past
September 25, 1992 - March 1, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(3/1/2021)
IAR
Ohio(12/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
