linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lisa Renee ommen Ross

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lisa? Claim Your Profile

About Lisa Renee ommen Ross

Lisa Ross is an investment advisor representative at State Farm Investment Management Corp. Lisa has been in the industry since February 20, 2000 and has 2 state exam registrations and 2 product exam registrations. Lisa is registered in Arizona to provide both securities and investment advisory services. Lisa has been with State Farm Investment Management Corp since April 2023 and has been with State Farm VP Management Corp previously. Lisa Ross is also the owner of Lisa Ross's Insurance Agency, an insurance agency that is investment-related. Lisa Ross has three LLCs, all of which are non-investment related. Lisa Ross has an approved registration with State Farm Investment Management Corp and is active in both the Securities and Investment Advisory fields.

Firm Information

Lisa Ross is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lisa Ross’s Registration & Firm History

AZ

04/17/2023 - Present

State Farm Investment Management Corp. (Surprise AZ)

Not sure if Lisa Renee ommen Ross is right for you?

Licenses & Designations

IA

Issued 04/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Renee ommen Ross.
Not sure if Lisa Renee ommen Ross is right for you?