Nathan
Conklin

State Farm Investment Management Corp

CRD#4414908
Investment Advisor
in La Grande, OR

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About this Advisor

Nathan Conklin is a financial advisor based in La Grande, Oregon, working with State Farm Investment Management Corp. Nathan has previously held positions at State Farm Vp Management Corp, Nathan Conklin Insurance Agency, and State Farm Investment Management Corp. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho, Oregon, and Washington. Currently, Nathan is part of State Farm Investment Management Corp, which operates out of La Grande, Oregon. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

216 Chestnut St
La Grande, OR 97850

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

OR Average: $6,674,516,078
Total Number of Employees

22

OR Average: 44
Total Number of Accounts

4

OR Average: 2,564
Average Account Size

$2,541,134,043

OR Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Nathan Conklin Work History

2018 - Present (6 years)

State Farm Investment Management Corp

2017 - Present (7 years)

State Farm Vp Management Corp

2017 - Present (7 years)

Nathan Conklin Insurance Agency

2010 - 2017 (7 years)

Nathan Conklin Insurance Agency

2009 - 2017 (8 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Nathan Conklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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