Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Todd Pate

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Todd Pate

Nicholas Pate is an investment advisor representative with State Farm Investment Management Corp. Nicholas has been in the securities industry since 1997. Nicholas is registered in Indiana and holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE. Nicholas Pate also has the following business affiliations: Maxim Property LLC. and Nicholas Pate’s Insurance Agency.

Firm Information

Nicholas Pate 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Pate’s Registration & Firm History

IN

06/07/2021 - Present

State Farm Investment Management Corp. (Kokomo IN)

Not sure if Nicholas Todd Pate is right for you?

Licenses & Designations

IA

Issued 04/25/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Todd Pate.
Not sure if Nicholas Todd Pate is right for you?