LM
Lisa M. Mancinelli
STATE FARM INVESTMENT MANAGEMENT
Hollidaysburg, PA 16648-1860
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CRD#: 4099906
LM
Professional summary
Lisa Mindelle Mancinelli, ChFC®, CLU®, who also goes by Lisa Mindelle Weikert, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Hollidaysburg, Pennsylvania and STATE FARM VP MANAGEMENT CORP. located in Hollidaysburg, Pennsylvania.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Lisa has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Mindelle Weikert
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ZION LUTHERAN CHURCH; NON-INVESTMENT-RELATED; 500 ALLEGHENY ST, HOLLIDAYSBURG, PA,16648; CHURCH; BOARD MEMBER; 11/1/2013; 2 HR/MO; 0 HR/MO; MEMBER OF FINANCE COMMITTEE, POTENTIAL INVESTMENT DECISIONS. 2) County of Blair Office of Commissioners Hospital Authority Board, non-investment-related,401 Allegheny St Hollidaysburg PA 16648, teer position with Blair County Hospital Authority (I would be replacing prior/retired/registered rep State Farm agent Patricia Raugh. Changed from board member to Vice Chairman She previously held same position on this authority board.), board member, 04-13-2016, Hospital Authority Board - approves funding options for local hospital capital improvements, etc. through Blair County, 1hr/mo. 0hr/mo., Member of a Finance Committee 3) Sylvan East Phase III Homeowners Association; non-investment-related; 346 Oriole Dr Hollidaysburg, PA 16648; Association; Officer/Chairman; 10/21/2019; 3; 0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account. 4) Lisa Mancinelli's Insurance Agency; Insurance Agency; Investment-related; 719 Blair St Hollidaysburg, PA 16648-1860; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2000; 80; 80; Service customers and supervise employees. 5) Lisa & John Mancinelli; investment-related; 719 Blair St. Hollidaysburg PA 16648; Investment or Commercial Property; Owner; None; 05/01/2003; 5;2; personal ownership of my office agency building. 5) Lisa Mancinelli - Property #1 (Personally Held Real Estate); Investment-Related; 207 Jones St Hollidaysburg, PA 16648; Investment or Commercial Property; Owner; 04/18/2024; 1; 1; My husband and I own the rental property next door to my office. 6) Lisa & John Mancinelli - Property #2 (Personally Held Real Estate); Investment-Related; 355 Ibis Dr Hollidaysburg, PA 16648; Investment or Commercial Property; Owner; None; 07/15/2025; 20;0; additional investment property
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Mindelle Mancinelli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 15, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 719 Blair St, Hollidaysburg, PA 16648-1860RIA
CRD#: 3487
Hollidaysburg, PA
Current
February 16, 2000 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 719 Blair St, Hollidaysburg, PA 16648-1860BD
CRD#: 43036
Hollidaysburg, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(2/8/2001)
IAR
Pennsylvania(8/15/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
