Sara Ocampo Rolon (CRD# 6476699) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wyoming, MI and has over 9 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sara Ocampo Rolon Insurance Agency | Wyoming, MI | Nov 2022 - Current | 1 |
| State Farm Vp Management Corp | Wyoming, MI | Nov 2022 - Current | 1 |
| State Farm Investment Management Corp | Wyoming, MI | Nov 2022 - Current | 1 |
| State Farm Investment Management Corp. | Allendale, MI | Jul 2020 - Oct 2022 | 2 |
| State Farm Vp Management Corp. | Allendale, MI | Jul 2020 - Oct 2022 | 2 |
| State Farm Insurance | Allendale, MI | Jul 2020 - Oct 2022 | 2 |
| State Farm Investment Management Corp | Grand Rapids, MI | Oct 2018 - Jun 2020 | 1 |
| Sara Ocampo Rolon Insurance Agency | Grand Rapids, MI | Nov 2015 - Jun 2020 | 4 |
| State Farm Vp Management Corp | Grand Rapids, MI | Nov 2015 - Jun 2020 | 4 |
| State Farm Vp Management Corp. | Allendale, MI | Apr 2015 - Oct 2015 | < 1 |
| State Farm Insurance | Allendale, MI | Mar 2015 - Oct 2015 | < 1 |
| Josh Harris Insurance Agency | Grand Rapids, MI | Jan 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- MI
-
Total Assets Under Management10,165MILLIONS
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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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