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Casandra Ann Nawrocki

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.

  1. Casandra Nawrocki Insurance AgencyJan 2026 to now
  2. State Farm Vp Management CorpJan 2026 to now
  3. State Farm Investment Management Corp.Dec 2023 to now
  4. State Farm InsuranceAug 2025 to Dec 2025
  5. State Farm Vp Management CorpJan 2021 to Dec 2025
  6. Adam Hage Insurance AgencyAug 2020 to Aug 2025
  7. HomemakerJun 2020 to Aug 2020
  8. Gordon Food ServiceDec 2018 to Jun 2020
  9. Lincolnshire Country ClubAug 2017 to Dec 2018
  10. Corner Bakery CafeJan 2017 to Aug 2017
  11. HomemakerOct 2016 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 3 states (IL, IN, WI).

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
7600670
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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