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Advisors / Washington / Olympia
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Derek Thomas

Financial advisor at State Farm Investment Management

Derek Thomas is a fiduciary financial advisor in Olympia, Washington, registered since Dec 2025. Derek 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 117 advisors with offices in Olympia, and one of 108 fiduciaries.

Olympia, WA 983272 licenses alreadyFiduciary advisor

At a glance

ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office1133 4th Ave E, Olympia, WA 98327
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Feb 2026 – now

Questions to ask Derek

Tailored to Derek’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Derek

How do I contact Derek?

Call State Farm Investment Management at (800) 447-0740 and ask for Derek Thomas. Derek works from the Olympia, WA office.

How long has Derek been a financial advisor?

Derek is new to the profession, registered since Dec 2025, and holds 2 licenses.

What licenses does Derek hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Derek a fiduciary?

Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Derek paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Derek 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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