Natalie Close (CRD# 6140024) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Centerville, IA and has over 11 years of experience in the finance industry.
CRD# 4517409
Edward Jones
CRD# 3251157
Ameriprise Financial Services, LLC
CRD# 5630256
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Centerville, IA | May 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Centerville, IA | Feb 2020 - Current | 4 |
| Natalie Close Insurance Agency | Centerville, IA | Jul 2019 - Current | 4 |
| Centerville Chamber | Centerville, IA | Jun 2017 - Jul 2019 | 2 |
| Cns Corporation | Kansas City, MO | Apr 2018 - Nov 2018 | < 1 |
| Nis Financial Services, Inc. | Kansas City, MO | Apr 2018 - Nov 2018 | < 1 |
| Fbl Marketing Serv LLC | West Des Moines, IA | Dec 2012 - Jun 2017 | 4 |
| Farm Bureau | Centerville, IA | Oct 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- IA
- MO
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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