Elissa Thomsen
Elissa Thomsen is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Bloomington, IL, with 22 years of industry experience. Elissa 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $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
Location
Bloomington, IL
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Regulatory History
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 Activities
Elissa serves on the board of directors for the Society of Financial Service Professionals since 2008, acting as past-president and liaison. She dedicates minimal time to this role.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Country Capital Management Company
Country Capital Management CompanyBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations2 states
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
More Advisors
- Steven Haas, ChFCState Farm Investment Management CORP.
- James Johnson, ChFCState Farm Investment Management CORP.
- Timothy Moore, ChFCState Farm Investment Management CORP.
- James Spachman, ChFCState Farm Investment Management CORP.
- Jennifer Young, ChFCState Farm Investment Management CORP.
- Rodney Miller, ChFCState Farm Investment Management CORP.