Unclaimed
Crispin Olivas is a financial professional registered with State Farm Investment Management Corp. Crispin has been in the financial industry since 2010 and holds the Series 6 and SIE securities licenses. Crispin is also a Registered Investment Advisor (RIA) in Colorado. Crispin is a Chartered Financial Consultant and is a partner in 7270 Magnolia, LLC, a non-investment related company, and the owner of Crispin Olivas's Insurance Agency, an insurance agency that is investment-related.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
CO
08/26/2024 - Present
State Farm Investment Management Corp. (Brighton CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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