Davis Olson
Financial advisor at State Farm Investment Management Corp. · Circle Pines, MN
Last updated 2026-10-10
Claim your profileDavis Olson is a financial advisor at State Farm Investment Management Corp. in Circle Pines, MN, CRD 7839491. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-01-27.
Registration
- CRD number
- 7839491
- Registration status
- Active
- IAPD registration
- 2026-01-27
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- MN
Licenses and exams
- Series 65
- Series 63
Work history
- 2026-06 to Present · Davis Olson Insurance Agency · Circle Pines, MN
- 2026-06 to Present · State Farm Vp Management Corp · Circle Pines, MN
- 2026-06 to Present · State Farm Investment Management Corp · Circle Pines, MN
- 2020-09 to 2026-01 · Zach Augustyn Insurance Agency · Maple Grove, MN
- 2024-04 to 2026-01 · State Farm Vp Management Corp. · Maple Grove, MN
- 2020-06 to 2020-09 · Unemployed · Hopkins, MN
- 2016-09 to 2020-06 · Drake University · Des Moines, IA
- 2018-03 to 2018-06 · John Deere · Johnston, IA
- 2017-06 to 2017-09 · City of Edina · Edina, MN
- 2025-04 to 2026-01 · Zach Augustyn Insurance Agency · Wayzata, MN
- 2025-04 to 2026-01 · State Farm Vp Management Corp. · Wayzata, MN
- 2025-01 to 2026-01 · State Farm Vp Management Corp. · Osseo, MN
- 2025-01 to 2026-01 · Becky Meierhofer Insurance Agency · Osseo, MN
- 2025-02 to 2026-01 · Tom Sullivan Insurance Agency · Osseo, MN
- 2026-01 to 2026-06 · State Farm Insurance · Hopkins, MN
- 2026-01 to 2026-06 · State Farm Vp Management Corp. · Hopkins, MN
- 2026-01 to 2026-06 · State Farm Investment Management Corp · Hopkins, MN
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Davis Olson is a financial advisor at State Farm Investment Management Corp. in Circle Pines, MN. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, and Investment companies; services including Portfolio Management: Individuals and Small Businesses and Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
3453 Lake Drive, Circle Pines, MN 55014
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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