Casandra Nawrocki, financial advisor Crete IL

Casandra Nawrocki

CRD Number: 7600670
Current Firm: State Farm Investment Management Corp.

Casandra Nawrocki (CRD# 7600670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Crete, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Crete, IL Dec 2023 - Current < 1
State Farm Vp Management Corp Crete, IL Jul 2022 - Current 1
Adam Hage Insurance Agency Saint John, IN Jan 2021 - Current 3
State Farm Vp Management Corp Saint John, IN Jan 2021 - Current 3
Adam Hage Insurance Agency Crete, IL Aug 2020 - Current 3
Homemaker Griffith, IN Jun 2020 - Aug 2020 < 1
Gordon Food Service Chicago, IL Dec 2018 - Jun 2020 1
Lincolnshire Country Club Crete, IL Aug 2017 - Dec 2018 1
Corner Bakery Cafe Chicago, IL Jan 2017 - Aug 2017 < 1
Homemaker Griffith, IN Oct 2016 - Jan 2017 < 1
Hartsfield Village Dyer, IN Jun 2016 - Oct 2016 < 1
Biltwell Restaurants; Pat's Tap, Red Stag Supper Club Minneapolis, MN Oct 2014 - Apr 2016 1
Smilin' Moose Bar & Grill Hudson, WI Mar 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2022
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Casandra A. Nawrocki
Phone Number: 800-447-0740
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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