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Timm Gilbert Fredlund Nielsen

State Farm Investment Management Corp.

Happy Valley, OR

CRD 7713872

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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
OR RA APPROVED 2026-01-29
WA RA APPROVED 2024-05-31
  • OR RA
    APPROVED
    Since 2026-01-29
  • WA RA
    APPROVED
    Since 2024-05-31

Branch Locations

8305 Se Monterey Ave Suite 102, Happy Valley, OR 97089 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ryan Paulson Insurance Agency Clackamas OR 10/2021 04/2023
Unemployed Damascus OR 03/2021 10/2021
Keen Healthcare Portland OR 10/2019 03/2021
Keen Healthcare Portland OR 08/2016 10/2019
State Farm Vp Management Corp. Bend OR 08/2023 02/2024
Unemployed Damascus OR 04/2023 08/2023
Ryan Walker Insurance Agency Bend OR 08/2023 02/2024
State Farm Vp Management Corp. Clackamas OR 03/2023 04/2023
State Farm Investment Management Corp Bend OR 12/2023 02/2024
State Farm Investment Management Corp Damascus OR 02/2024 07/2024
State Farm Vp Management Corp. Damascus OR 02/2024 07/2024
State Farm Insurance Damascus OR 02/2024 07/2024
Timm Nielsen's Insurance Agency Happy Valley OR 07/2024 Present
State Farm Investment Management Corp Happy Valley OR 07/2024 Present
State Farm Vp Management Corp Happy Valley OR 07/2024 Present
  • 10/2021 → 04/2023
    Ryan Paulson Insurance Agency
    Clackamas, OR
  • 03/2021 → 10/2021
    Unemployed
    Damascus, OR
  • 10/2019 → 03/2021
    Keen Healthcare
    Portland, OR
  • 08/2016 → 10/2019
    Keen Healthcare
    Portland, OR
  • 08/2023 → 02/2024
    State Farm Vp Management Corp.
    Bend, OR
  • 04/2023 → 08/2023
    Unemployed
    Damascus, OR
  • 08/2023 → 02/2024
    Ryan Walker Insurance Agency
    Bend, OR
  • 03/2023 → 04/2023
    State Farm Vp Management Corp.
    Clackamas, OR
  • 12/2023 → 02/2024
    Bend, OR
  • 02/2024 → 07/2024
    Damascus, OR
  • 02/2024 → 07/2024
    State Farm Vp Management Corp.
    Damascus, OR
  • 02/2024 → 07/2024
    State Farm Insurance
    Damascus, OR
  • 07/2024 → Present
    Timm Nielsen's Insurance Agency
    Happy Valley, OR
  • 07/2024 → Present
    Happy Valley, OR
  • 07/2024 → Present
    State Farm Vp Management Corp
    Happy Valley, OR
Other Businesses

1) Timm Nielsen's Insurance Agency; Investment-related; 8305 SE Monterey Ave Suite 102 Happy Valley, OR 97089; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-19
S63 Uniform Securities Agent State Law Examination 2023-04-20
  • S65 Uniform Investment Adviser Law Examination
    2023-05-19
  • S63 Uniform Securities Agent State Law Examination
    2023-04-20
Other Names
  • Timm Nielsen

View on SEC IAPD

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