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Nicole Marie Stone

Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
4 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

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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

14 years in the industry.

  1. Nikki Stone Insurance AgencyDec 2023 to now
  2. State Farm Investment Management Corp.Jul 2023 to now
  3. State Farm Vp Management CorpJul 2023 to now
  4. State Farm InsuranceJul 2023 to Dec 2023
  5. State Farm Vp Management CorpJul 2022 to Oct 2022
  6. Stacy Ochs Insurance AgencyMar 2020 to Jul 2023
  7. Maid It Better LLCMar 2009 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).

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
5517941
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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