Nickolaus Nelson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 07/2022
  Rhode Island Country Club
  Barrington, RI
• 08/2019 → 07/2022
  University Of California
  Riverside, CA
• 01/2018 → 08/2019
  Marias Italian Kitchen
  Pasadena, CA
• 05/2017 → 12/2017
  Buca Di Beppo
  Pasadena, CA
• 08/2016 → 05/2017
  University Of Rhode Island
  South Kingstown, RI
• 07/2022 → 05/2023
  Fidelity Investments
  Smithfield, RI
• 08/2017 → 05/2019
  Pasadena City College
  Pasadena, CA
• 02/2024 → 11/2024
  Pruco Securities Llc
  Orange, CA
• 10/2023 → 02/2024
  New York Life
  Glendale, CA
• 06/2023 → 09/2023
  Unemployed
  Pasadena, CA
• 04/2024 → 11/2025
  The Prudential Insurance Company Of America
  Orange, CA
• 11/2024 → 11/2025
  Lpl Enterprise, Llc
  Orange, CA
• 10/2025 → Present
  Shahin Chear Insurance Agency
  Costa Mesa, CA
• 12/2025 → Present
  State Farm Vp Management Corp.
  Costa Mesa, CA

Previous Registrations

• 2024-11-14 → 2025-11-13
  Lpl Enterprise, Llc
  Orange, CA
• 2024-03-11 → 2024-11-14
  Pruco Securities, Llc.
  Orange, CA
• 2023-01-17 → 2023-05-23
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

) Shahin Chear's Insurance Agency; Investment-related; 1518 Newport Blvd Costa Mesa, CA 92627; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/17/2025; 80; 80; Service customers

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06

Other Names

• Nickolaus Albert Nelson
• Nickolaus Nelson