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Nathaniel Bennett Ladsten

State Farm Investment Management Corp.

Milwaukee, WI

Walworth, WI

CRD 6301700

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-22
IL RA APPROVED 2019-06-04
WI RA APPROVED 2018-11-10
  • IA RA
    APPROVED
    Since 2023-09-22
  • IL RA
    APPROVED
    Since 2019-06-04
  • WI RA
    APPROVED
    Since 2018-11-10

Branch Locations

7161 N Port Washington Rd Ste 1A, Milwaukee, WI 53217-3877 • United States

114 Kenosha St, Walworth, WI 53184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Cottage Grove WI 01/2015 06/2019
Nate Ladsten Insurance Agency Cottage Grove WI 01/2015 06/2019
State Farm Investment Management Corp Cottage Grove WI 10/2018 06/2019
State Farm Vp Management Corp Mukwonago WI 06/2019 01/2024
State Farm Investment Management Corp Mukwonago WI 06/2019 01/2024
State Farm Insurance Mukwonago WI 06/2019 01/2024
Nate Ladsten Insurance Agency Walworth WI 01/2024 Present
State Farm Investment Management Corp Walworth WI 01/2024 Present
State Farm Vp Management Corp Walworth WI 01/2024 Present
Nate Ladsten Insurance Agency Milwaukee WI 04/2026 Present
State Farm Investment Management Corp Milwaukee WI 04/2026 Present
State Farm Vp Management Corp Milwaukee WI 04/2026 Present
  • 01/2015 → 06/2019
    State Farm Vp Management Corp
    Cottage Grove, WI
  • 01/2015 → 06/2019
    Nate Ladsten Insurance Agency
    Cottage Grove, WI
  • 10/2018 → 06/2019
    Cottage Grove, WI
  • 06/2019 → 01/2024
    State Farm Vp Management Corp
    Mukwonago, WI
  • 06/2019 → 01/2024
    Mukwonago, WI
  • 06/2019 → 01/2024
    State Farm Insurance
    Mukwonago, WI
  • 01/2024 → Present
    Nate Ladsten Insurance Agency
    Walworth, WI
  • 01/2024 → Present
    Walworth, WI
  • 01/2024 → Present
    State Farm Vp Management Corp
    Walworth, WI
  • 04/2026 → Present
    Nate Ladsten Insurance Agency
    Milwaukee, WI
  • 04/2026 → Present
    Milwaukee, WI
  • 04/2026 → Present
    State Farm Vp Management Corp
    Milwaukee, WI
Other Businesses

1) Nate Ladsten's Insurance Agency; Investment-related; 547 State Road 67 Walworth WI 53184; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2024; 80; 80; Service customers and supervise employees 2) LJF LLC; Investment-related; 458 Ahrens Dr Mukwonago, WI 53149; Investment or Commercial Property; Partner; President; 10/20/2023; 4; 1; Duties: purchased building that houses three residential tenants and one commercial tenant that is owned by LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-10
S63 Uniform Securities Agent State Law Examination 2014-03-21
  • S65 Uniform Investment Adviser Law Examination
    2018-11-10
  • S63 Uniform Securities Agent State Law Examination
    2014-03-21
Designations
  • Chartered Financial Consultant
Other Names
  • Nate Ladsten

View on SEC IAPD

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