Elsie Encarnacion

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Elsie Encarnacion Insurance Agency
  West Haven, CT
• 07/2011 → Present
  State Farm Vp Management Corp
  West Haven, CT
• 03/2019 → 09/2019
  State Farm Investment Management Corp
  West Haven, CT
• 11/2023 → Present
  State Farm Investment Management Corp
  West Haven, CT

Other Businesses

1) Elsie Encarnacion's Insurance Agency; Insurance Agency; Investment-related; 487 Campbell Ave Ste A West Haven, CT 06516-5018; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2008; 80; 80; Service customers and supervise employees. 2) Mary Kay Beauty Consultant; Non-investment-related; 63 Sanford St., West Haven, CT 06516; Retail; Owner; Owner; 5/2/2016; 0; 0; no duties. 3) Vertical Church; non-investment-related; 225 Meloy Road West Haven CT 06516; Membership/Civic/Fraternal Organization; Trustee; None; 06/20/2023; 1; 0; Vote on investing in CD's or Money Market Accounts (bank products); Oversee the Pastor's activities, and decisions. 4) Elsie Encarnacion Property #1 (personally held real estate); Investment-Related; 140 Captain Thomas Blvd Suite 116 West Haven, CT 06516; Investment or Commercial Property; Owner; 11/01/2021; 1; 0; Personally held income producing commercial real estate. 5) Dream Makers LLC; non-investment-related; 63 Sanford St, West Haven, CT 06516; Other; Partner; None; 12/01/2017; 0;0; Review bank statements 6) Dream Makers PR LLC; investment-related; 63 Sanford St, West Haven, CT 06516; Investment or Commercial Property; Partner; Vice President; 01/01/2026; 1;0; Rental property in Puerto Rico

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-22

Designations

• Chartered Financial Consultant

Other Names

• Elsie Velasquez Lopez