TrueAdvisor
TrueAdvisor
GC
ChFC
GC
ChFC

Gina Conaway

State Farm Investment Management CORP.
28 Years of Experience
Saint Joseph, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gina Conaway is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Saint Joseph, MO, with 28 years of industry experience. Gina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3510 Messanie St. Ste. F, Saint Joseph, MO, 64507

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gina is a distributor sales rep for Vasayo, a direct marketing company selling wellness products. She also owns Gina Conaway's Insurance Agency, selling insurance products through State Farm, and has ownership in multiple investment properties, dedicating about half of her time to the insurance agency.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2018 - Present · 8 yrs 1 mo
State Farm Vp Management CORP.
May 2000 - Present · 26 yrs 5 mos
State Farm Vp Management CORP.Broker
May 2000 - Present · 26 yrs 5 mos
Previous Registrations
American Century Investment Services INC.Broker
February 1997 - April 2000 · 3 yrs 2 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Saint Joseph, MO →All financial advisors in Missouri →