Nathan Burlison
Nathan Burlison is a registered investment advisor at State Farm Investment Management CORP., based in Saint Louis, MO, with 2 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
3860 S Lindbergh Blvd, Suite 106, Saint Louis, MO, 63127
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2025Other Business ActivitiesSells Insurance
Nathan works as an agent team member for Ian Minnigerode's Insurance Agency, selling State Farm insurance products. This takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Rataj, ChFCState Farm Investment Management CORP.
- Kelly Wicks, ChFCState Farm Investment Management CORP.
- Scott Holdridge, ChFCState Farm Investment Management CORP.
- Thomas Dooley, ChFCLegatrust Financial Advisors, INC.
- Justin Wilke, CFPQ3 Advisors, LLC
- Stacey Mannebach, CFPPlancorp, LLC