Unclaimed
Nathan Conklin is a financial advisor with State Farm Investment Management Corp. Nathan has been working in the financial services industry since 2001. Nathan holds Series 6, 26, 63 and 65 securities licenses. Nathan is also a licensed insurance agent in Oregon. Nathan is currently registered to provide investment advice in Idaho, Oregon and Washington. Nathan has experience working for a number of firms including Country Capital Management Company. In addition to his work as a financial advisor, Nathan also owns and operates a real estate investment company and serves as a director on the board of La Grande County Club.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
10/22/2020 - Present
State Farm Investment Management Corp. (La Grande OR)
OR
10/11/2001 - 05/13/2009
COUNTRY CAPITAL MANAGEMENT COMPANY (PENDLETON OR)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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