Cassandra Clovis
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Cassandra Clovis? Claim your profile
Contact this firm
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
11 years in the industry.
- Cassandra Clovis' Insurance AgencyAug 2026 to now
- State Farm Investment Management Corp.Jan 2026 to now
- State Farm Vp Management Corp.Apr 2025 to now
- State Farm InsuranceMar 2026 to Aug 2026
- Melody Sandahl Insurance AgencyOct 2025 to Mar 2026
- Allen Kapofu Insurance AgencyFeb 2025 to Nov 2025
- Bruce Wyatt Insurance AgencyAug 2023 to Mar 2026
- Forrest Dawson Insurance AgencySep 2022 to Jun 2023
- Bruce Wyatt Insurance AgencyMar 2022 to Sep 2022
- University of WashingtonSep 2020 to Jun 2023
- Kenzie's KoffeeAug 2020 to Aug 2021
- Hells Canyon ElectricApr 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (ID, OR, WA).
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
- 8078817
- Firm CRD
- 3487