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Erik Robert Nelson

Investment adviser representative at State Farm Investment Management Corp.
29 yearsExperience
10 statesRegistered in
ChFC®Designation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

29 years in the industry.

  1. Erik Nelson Insurance AgencyAug 2021 to now
  2. State Farm Vp Management Corp.Aug 2021 to now
  3. State Farm Investment Management Corp.Aug 2018 to now
  4. Erik Nelson Insurance AgencyMay 1999 to Jul 2021
  5. State Farm Vp Management Corp.Nov 1997 to Jul 2021

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 10 states (AZ, CA, FL, GA, IA, IL, IN, MI, NV, WI).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3008833
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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