George
Elossais

State Farm Investment Management Corp

CRD#7512555
Investment Advisor
in Iowa City, IA

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About this Advisor

George Elossais is a financial advisor based in Iowa City, Iowa, working with State Farm Investment Management Corp. George has previously held positions at Jeremy Mueller Insurance Agency, Chad Burtch Insurance Agency, Cedar Rapids Eye Care, Sears, Best Buy, Newboco, University Of Iowa, State Farm Vp Management Corp, and State Farm Investment Management Corp. George has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona, Illinois, and Iowa. Currently, George is part of State Farm Investment Management Corp, which operates out of Iowa City, Iowa. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1929 Keokuk St
Iowa City, IA 52240

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

IA Average: $6,674,516,078
Total Number of Employees

22

IA Average: 44
Total Number of Accounts

4

IA Average: 2,564
Average Account Size

$2,541,134,043

IA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

George Elossais Work History

2022 - Present (2 years)

Chad Burtch Insurance Agency

2022 - Present (2 years)

State Farm Vp Management Corp

2022 - Present (2 years)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

State Farm Vp Management Corp

2021 - 2022 (1 year)

Jeremy Mueller Insurance Agency

2018 - 2021 (3 years)

Chad Burtch Insurance Agency

2017 - 2018 (1 year)

Cedar Rapids Eye Care

2016 - 2020 (4 years)

University Of Iowa

2015 - 2016 (1 year)

Best Buy

2015 - 2016 (1 year)

Newboco

2014 - 2015 (1 year)

Sears

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of George Elossais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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