Nicholas Keen, financial advisor Sheldon IA

Nicholas Keen

CRD Number: 7807497
Current Firm: State Farm Investment Management Corp.

Nicholas Keen (CRD# 7807497) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sheldon, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Nicholas Keen's Insurance Agency Sheldon, IA Mar 2024 - Current < 1
State Farm Investment Management Corp Shldon, IA Mar 2024 - Current < 1
State Farm Vp Management Corp Sheldon, IA Mar 2024 - Current < 1
Coveredbygrace, Llc Dba Smallcakes: A Cupcakery & Creamery Stillwater, OK Aug 2015 - Current 8
State Farm Insurance Stillwater, OK Oct 2023 - Mar 2024 < 1
State Farm Vp Management Corp. Stillwater, OK Oct 2023 - Mar 2024 < 1
State Farm Investment Management Corp Stillwater, OK Oct 2023 - Mar 2024 < 1
Bakemark Usa, LLC Grand Prairie, TX Apr 2022 - Jun 2023 1
Scotts Miracle Gro Stillwater, OK Mar 2015 - Jul 2015 < 1
Oklahoma State University Stillwater, OK Aug 2011 - May 2015 3
Sst Software Stillwater, OK May 2014 - Jul 2014 < 1
Scotts Miracle Gro Stillwater, OK Mar 2014 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2023
S65 NASAA Investment Advisors Law Examination Aug 2023
Contact Info for Nicholas L. Keen
Phone Number: 800-447-0740
Registered State(s):
  • IA
  • MN
  • NE
  • SD
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
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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