Carissa Fratzke
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Carissa Fratzke Insurance AgencyAug 2026 to now
- State Farm Investment Management Corp.Oct 2025 to now
- State Farm Vp Management CorpMar 2024 to now
- State Farm InsuranceMar 2026 to Aug 2026
- Matt Spence Insurance AgencyJan 2024 to Mar 2026
- Northwestern Mutual Wealth Management CompanyDec 2022 to Jan 2024
- Northwestern Mutual Investment Services LLCFeb 2022 to Jan 2024
- Northwestern Mutual Life Insurance CompanyNov 2021 to Jan 2024
- The Housing Authority of the City of TulsaJun 2020 to Nov 2021
- Dgw WorldwideOct 2019 to Jun 2020
- The Shakiba GroupJan 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (KS, OK, TX).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6589270
- Firm CRD
- 3487