Kelsi Lubovich (CRD# 6187199) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marshall, IL and has over 10 years of experience in the finance industry.
CRD# 4578743
Spyglass Investment Management
CRD# 6947330
Ameriprise Financial Services, LLC
CRD# 1292315
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Terre Haute, IN | Oct 2023 - Current | < 1 |
| Kelsi Lubovich Insurance Agency | Terre Haute, IN | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Terre Haute, IN | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Marshall, IL | Nov 2021 - Current | 2 |
| State Farm Vp Management Corp | Marshall, IL | Oct 2015 - Current | 8 |
| Kelsi Lubovich Insurance Agency | Marshall, IL | Oct 2015 - Current | 8 |
| Kelsi Lubovich Insurance Agency | Charleston, IL | Dec 2020 - Jan 2021 | < 1 |
| State Farm Vp Management Corp | Charleston, IL | Dec 2020 - Jan 2021 | < 1 |
| State Farm Investment Management Corp | Marshall, IL | Aug 2018 - Sep 2019 | 1 |
| State Farm Insurance | Clinton, IN | Apr 2015 - Sep 2015 | < 1 |
| State Farm Vp Management Corp | Clinton, IN | Apr 2015 - Sep 2015 | < 1 |
| State Farm Vp Management Corp. | Lafayette, IN | Apr 2013 - Apr 2015 | 2 |
| Gina Kornafel Insurance Agency | Lafayette, IN | Dec 2011 - Apr 2015 | 3 |
| Mike Kornafel Insurance Agency | Lafayette, IN | Jul 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- IL
- IN
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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