Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Wichita, KS 67226
Credentials
Series 63, Series 65
Industry experience
3 years
Nathaniel Thom is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various roles within the State Farm organization and owns Nate Thom's Insurance Agency. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios, serving individual and retirement accounts with a combination of low-cost ETFs and actively managed mutual funds. The firm operates a retail wrap-fee program and is affiliated with an insurance company and broker-dealer, offering a broad network of investment adviser representatives.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
9229 E 37th St N, Suite 107
Wichita, KS 67226
Kansas
State Farm Investment Management Corp
2024 - Present (2 years)
state farm VP management corp
2024 - Present (2 years)
Nate Thom Insurance Agency
2024 - Present (2 years)
State Farm Investment Management Corp
2023 - 2024 (1 year)
State Farm Insurance
2023 - 2024 (1 year)
State Farm VP Management Corp
2022 - 2024 (2 years)
Andre Hale Insurance Agency
2020 - 2023 (3 years)
Subaru of Wichita
2019 - 2020 (1 year)
Sedgwick County Sheriff's Office
2018 - 2019 (1 year)
Quik Trip
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Wichita, KS
American Freedom Investments, LLC
Series 63, Series 65
Wichita, KS
Coordinated Financial Management
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
CFP®, PFS™, Series 65, Series 66
Valley Center, KS
Strategic Asset Management, LLC
Series 65
Wichita, KS
Pollux Wealth Management
CFP®
Wichita, KS
Gentry Private Wealth
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