Nicholas Carlson (CRD# 6272337) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rigby, ID and has over 10 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Rigby, ID | Jan 2022 - Current | 2 |
| State Farm Insurance | Rigby, ID | Aug 2020 - Current | 3 |
| State Farm Vp Management Corp | Rigby, ID | Aug 2020 - Current | 3 |
| State Farm Vp Management Corp. | Idaho Falls, ID | Jul 2020 - Aug 2020 | < 1 |
| State Farm Insurance | Idaho Falls, ID | Jul 2020 - Aug 2020 | < 1 |
| Nick Carlson Insurance Agency | Meridian, ID | Jul 2015 - Jun 2020 | 4 |
| State Farm Vp Management Corp | Meridian, ID | May 2014 - Jun 2020 | 6 |
| State Farm Investment Management Corp. | Meridian, ID | Aug 2018 - Jun 2019 | < 1 |
| State Farm Insurance | Meridian, ID | May 2014 - Jun 2015 | 1 |
| State Farm Insurance | Johnston, IA | Nov 2013 - May 2014 | < 1 |
| State Farm Vp Management Corp. | Johnston, IA | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- ID
- MT
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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