Erik Nelson, financial advisor Palos Heights IL

Erik Nelson

CRD Number: 3008833
Current Firm: State Farm Investment Management Corp.

Erik Nelson (CRD# 3008833) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palos Heights, IL and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Erik Nelson Insurance Agency Palos Heights, IL Aug 2021 - Current < 1
State Farm Vp Management Corp. Palos Heights, IL Aug 2021 - Current < 1
State Farm Investment Management Corp. Palos Heights, IL Aug 2021 - Current < 1
State Farm Investment Management Corp. Palos Hills, IL Aug 2018 - Jul 2021 2
Erik Nelson Insurance Agency Palos Hills, IL May 1999 - Jul 2021 22
State Farm Vp Management Corp. Palos Hills, IL Nov 1997 - Jul 2021 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Erik R. Nelson
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • IN
  • IA
  • WI
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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