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Natalie Ann Close

State Farm Investment Management Corp.

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About Natalie Ann Close

Natalie Close is a financial professional with over 10 years of experience in the financial services industry. Natalie has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Natalie is currently registered with State Farm Investment Management Corp. in Iowa and Missouri. Natalie previously worked for NIS Financial Services, Inc. and FBL Marketing Services, LLC. Natalie is also an insurance agent and owner of Natalie Close’s Insurance Agency. Natalie is dedicated to providing personalized financial advice to her clients.

Firm Information

Natalie Close is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natalie Close’s Registration & Firm History

IA

05/26/2023 - Present

State Farm Investment Management Corp. (Centerville IA)

MO

04/02/2018 - 11/16/2018

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

IA

03/25/2013 - 06/01/2017

FBL MARKETING SERVICES, LLC (Centerville IA)

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Licenses & Designations

IA

Issued 05/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Ann Close.
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