Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
KS RA APPROVED 2025-10-14
OK RA APPROVED 2025-10-14
  • TX RA
    APPROVED
    Since 2026-08-06
  • KS RA
    APPROVED
    Since 2025-10-14
  • OK RA
    APPROVED
    Since 2025-10-14

Branch Locations

11620 E 86Th St N, Owasso, OK 74055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Housing Authority Of The City Of Tulsa Tulsa OK 06/2020 11/2021
Dgw Worldwide Webster TX 10/2019 06/2020
The Shakiba Group Webster TX 01/2016 10/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2021 01/2024
Northwestern Mutual Investment Services Llc Tulsa OK 02/2022 01/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2022 01/2024
Matt Spence Insurance Agency Bartlesville OK 01/2024 03/2026
State Farm Vp Management Corp Bartlesville OK 03/2024 05/2026
State Farm Investment Management Corp Bartlesville OK 10/2025 05/2026
State Farm Insurance Bartlesville OK 03/2026 05/2026
State Farm Insurance Sperry OK 05/2026 08/2026
State Farm Investment Management Corp Sperry OK 05/2026 08/2026
State Farm Vp Management Corp Sperry OK 05/2026 08/2026
State Farm Investment Management Corp Owasso OK 08/2026 Present
State Farm Vp Management Corp Owasso OK 08/2026 Present
Carissa Fratzke Insurance Agency Owasso OK 08/2026 Present
  • 06/2020 → 11/2021
    The Housing Authority Of The City Of Tulsa
    Tulsa, OK
  • 10/2019 → 06/2020
    Dgw Worldwide
    Webster, TX
  • 01/2016 → 10/2019
    The Shakiba Group
    Webster, TX
  • 11/2021 → 01/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2022 → 01/2024
    Northwestern Mutual Investment Services Llc
    Tulsa, OK
  • 12/2022 → 01/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2024 → 03/2026
    Matt Spence Insurance Agency
    Bartlesville, OK
  • 03/2024 → 05/2026
    State Farm Vp Management Corp
    Bartlesville, OK
  • 10/2025 → 05/2026
    Bartlesville, OK
  • 03/2026 → 05/2026
    State Farm Insurance
    Bartlesville, OK
  • 05/2026 → 08/2026
    State Farm Insurance
    Sperry, OK
  • 05/2026 → 08/2026
    Sperry, OK
  • 05/2026 → 08/2026
    State Farm Vp Management Corp
    Sperry, OK
  • 08/2026 → Present
    Owasso, OK
  • 08/2026 → Present
    State Farm Vp Management Corp
    Owasso, OK
  • 08/2026 → Present
    Carissa Fratzke Insurance Agency
    Owasso, OK
Other Businesses

1) Carissa Fratzke Insurance Agency; Investment-related; 11620 E 86th St N Owasso, OK 74055-2531; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2026; 80; 80; Service customers and supervise employees 2) DAYBREAK ROTARY; non-investment related; PO Box 211, BARTLESVILLE, OKLAHOMA, 74006; civic organization; member; 10/05/2022; 5; 0; Civic group that comes together to support community and serve.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
S63 Uniform Securities Agent State Law Examination 2022-09-28
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13
  • S63 Uniform Securities Agent State Law Examination
    2022-09-28
Other Names
  • Carissa Kathleen Cole
  • Carissa Cole
  • Carissa Kathleen Fratzke
  • Carissa Cole
  • Carissa Fratzke

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Owasso, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor