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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Conklin is a registered investment advisor representative associated with State Farm Investment Management Corp., a firm with offices in Bloomington, Illinois. Nicholas Conklin is a registered investment advisor in Oregon, Idaho, and Washington. Nicholas Conklin's investment advisory business is focused on providing portfolio management services for individuals and investment companies.
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.
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09/12/2022 - Present
State Farm Investment Management Corp. (Baker City OR)
IA
Issued 11/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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