Edward Jones
13yrs
More experience than 60% of advisors at Edward Jones
2yrs
Davis Olson
Financial advisor at State Farm Investment Management
Davis Olson is a fiduciary financial advisor in Circle Pines, Minnesota, with 2 years in the industry. Davis joined State Farm Investment Management in 2026, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 3 advisors with offices in Circle Pines, and one of 3 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3453 Lake Drive Suite 120, Circle Pines, MN 55014
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Davis
Tailored to Davis’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Davis
How do I contact Davis?
Call Davis’s local office at (763) 786-3087 or the State Farm Investment Management main office at (800) 447-0740, and ask for Davis Olson.
How long has Davis been a financial advisor?
Davis has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Davis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Davis a fiduciary?
Davis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Davis paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Davis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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