Nickolaus Nelson
Investment adviser representative at State Farm Investment Management Corp.
10 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
10 years in the industry.
- State Farm Investment Management Corp.Dec 2025 to now
- State Farm Vp Management Corp.Dec 2025 to now
- Shahin Chear Insurance AgencyOct 2025 to now
- LPL Enterprise, LLCNov 2024 to Nov 2025
- The Prudential Insurance Company of AmericaApr 2024 to Nov 2025
- Pruco Securities LLCFeb 2024 to Nov 2024
- New York LifeOct 2023 to Feb 2024
- UnemployedJun 2023 to Sep 2023
- Fidelity InvestmentsJul 2022 to May 2023
- Rhode Island Country ClubSep 2021 to Jul 2022
- University of CaliforniaAug 2019 to Jul 2022
- Marias Italian KitchenJan 2018 to Aug 2019
- Pasadena City CollegeAug 2017 to May 2019
- Buca Di BeppoMay 2017 to Dec 2017
- University of Rhode IslandAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NV, OR).
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
- 7606786
- Firm CRD
- 3487