Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Holdrege, NE 68949
Credentials
Series 63, Series 65
Industry experience
< 1 year
Holly Olson is an advisor at State Farm Investment Management with Series 63 and Series 65 credentials. She has experience working within State Farm-affiliated entities since 2021 and owns Holly Olson Insurance Agency. Outside of her advisory role, she is involved as a board member and secretary of the Iowa Agency Resource Group and co-owns a cattle ranching business. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts using a combination of low-cost ETFs and actively managed mutual funds, offering services through a large network of investment adviser representatives.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
611 4th Ave
Holdrege, NE 68949
Alabama · Colorado · Iowa · Kansas · Missouri · Nebraska
State Farm VP Management Corp.
2025 - Present (1 year)
State Farm Investment Management Corp
2025 - Present (1 year)
Holly Olson Insurance Agency
2022 - Present (4 years)
State Farm Insurance
2021 - 2022 (1 year)
University of Nebraska - Lincoln
2018 - 2019 (1 year)
Andy Van Horn Insurance Agency
2017 - 2021 (4 years)
Gale Breed Insurance Agency
2015 - 2017 (2 years)
University of Nebraska-Lincoln
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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