Thomas Olesen

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 07/2025
  Christian Serrano Insurane Agency
  Rowlett, TX
• 08/2017 → 05/2020
  Massage Elite
  Dallas, TX
• 05/2013 → 05/2018
  Massage Envy
  Plano, TX
• 10/2023 → 07/2025
  State Farm Vp Management Corp
  Rowlett, TX
• 02/2025 → 07/2025
  State Farm Investment Management Corp
  Rowlett, TX
• 07/2025 → Present
  State Farm Investment Management Corp
  Houston, TX
• 07/2025 → Present
  State Farm Vp Management Corp
  Houston, TX
• 07/2025 → 12/2025
  State Farm Insurance
  Houston, TX
• 12/2025 → Present
  Thomas Olesen Insurance Agency
  Houston, TX

Other Businesses

1) Thomas Olesen Insurance Agency; Investment-related; 8556 Katy Fwy Ste 108 Houston, TX 77024; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-04
• S63 Uniform Securities Agent State Law Examination
  2024-02-03