Commonwealth Financial Network
41yrs
Top advisor by experience in Lewiston
2yrs
Cassandra Clovis
Financial advisor at State Farm Investment Management
Based in Lewiston, Idaho, Cassandra Clovis is a fiduciary financial advisor with 2 years of industry experience. Cassandra has been with State Farm Investment Management since 2026. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 31 advisors with offices in Lewiston, and one of 30 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office502 Thain Rd, Lewiston, ID 83501
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowState Farm Investment Management Corp.Current firm
Contact Cassandra
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Cassandra. 502 Thain RdLewiston, ID 83501Office · Get directions
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Questions to ask Cassandra
Tailored to Cassandra’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cassandra
How do I contact Cassandra?
Call State Farm Investment Management at (800) 447-0740 and ask for Cassandra Clovis. Cassandra works from the Lewiston, ID office.
How long has Cassandra been a financial advisor?
Cassandra has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Cassandra hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cassandra a fiduciary?
Cassandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cassandra paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Cassandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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