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 out of Iowa City, Iowa with 1 year of relevant experience. Elossais is an advisor for State Farm Investment Management Corp. Throughout their career, Elossais has worked 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, George Washington Highschool and State Farm Investment Management Corp. Elossais has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, Illinois and Iowa. State Farm Investment Management Corp is a registered investment business that has its headquarters in Bloomington, IL. It manages $9 billion in assets among its four customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The advisory firm offers portfolio management for investment companies. A financial advisor's fees usually are based on which services are provided. Fee types charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

$9,288,676,705

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

$2,322,169,176

IA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

George Elossais Work History

George has been registered as a financial advisor for 1 years.*

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

2012 - 2014 (2 years)

George Washington Highschool

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Zack Rabadi
West Hills, CA
Kelly O'Brien
Myrtle Beach, SC
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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