Unclaimed Profile

Kurt Oleson

STATE FARM INVESTMENT MANAGEMENT CORP.·BLOOMINGTON, Illinois

SIE, Series 6, Series 26, Series 27, Series 63ChFCClean recordSTATE FARM INVESTMENT MANAGEMENT CORP.

THREE STATE FARM PLAZA SOUTH, N-2, BLOOMINGTON, IL 61791-0001CRD# 5634929Firm CRD# 3487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Oleson · BLOOMINGTON, IL

Registration

CRD #5634929 · STATE FARM INVESTMENT MANAGEMENT CORP.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 27

Series 63

Registration record

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD 3487 · SEC 801-8184

AUM

$10.2B

Regulatory assets under management

Employees

110

4 client accounts

Services offered by STATE FARM INVESTMENT MANAGEMENT CORP.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at STATE FARM INVESTMENT MANAGEMENT CORP. →

Introduction

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Frequently Asked Questions

What services does Kurt Oleson offer?

Kurt Oleson specializes in Investment Management, Fee-Only Advisory. Contact their office in BLOOMINGTON, Illinois for a consultation.

What are Kurt Oleson's credentials?

Kurt Oleson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kurt Oleson located?

Kurt Oleson is based in BLOOMINGTON, Illinois, working with STATE FARM INVESTMENT MANAGEMENT CORP.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Kurt Oleson charge for services?

Kurt Oleson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STATE FARM INVESTMENT MANAGEMENT CORP.?

STATE FARM INVESTMENT MANAGEMENT CORP. has approximately 110 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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