Lisa Willman (CRD# 5919031) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grand Island, NE and has over 12 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Grand Island, NE | Jun 2023 - Current | < 1 |
Lisa Willman Insurance Agency | Grand Island, NE | Jan 2012 - Current | 12 |
State Farm Vp Management Corp. | Grand Island, NE | May 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2011 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IA
- KS
- NE
- SD
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Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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