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Troy Lynn Olson

Horace Mann Investors, Inc.

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About Troy Lynn Olson

Troy Olson is a financial advisor with over 15 years of experience in the industry. Troy is currently registered with Horace Mann Investors, Inc. in Iowa, North Dakota, and Wisconsin. Troy has previously worked for several other firms, including MML Investors Services, LLC, W&S Brokerage Services, Inc., CUNA Brokerage Services, Inc., and Park Avenue Securities LLC. Troy is a Chartered Financial Consultant and holds the Series 6, 26, and 63 licenses. Troy is also a multiline insurance agent affiliated with Horace Mann Service Corp.; offering property, casualty, health and life products.

Firm Information

Troy Olson is currently registered with Horace Mann Investors, Inc.. Horace Mann Investors, Inc., a Corporation, is a registered investment advisor with the SEC and in all 50 states. Founded in 1957, the firm offers investment advisory services including selection of other advisors. Horace Mann Investors, Inc. serves individuals other than high-net-worth, with total assets under management of $62,122,049 across 498 non-discretionary accounts. The firm's main office is located in Springfield, IL.
Horace Mann Investors, Inc.

ONE HORACE MANN PLAZA

SPRINGFIELD, IL 62715-0001

$62.12M

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Percentage of assets under third party investment management

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Troy Olson’s Registration & Firm History

WI

07/10/2023 - Present

Horace Mann Investors, Inc. (Middleton WI)

WI

11/16/2020 - 02/07/2023

MML INVESTORS SERVICES, LLC (Madison WI)

WI

06/04/2020 - 11/10/2020

W&S BROKERAGE SERVICES, INC. (Wauwatosa WI)

WI

09/30/2019 - 02/14/2020

CUNA BROKERAGE SERVICES, INC. (MADISON WI)

WI

01/05/2018 - 09/19/2019

PARK AVENUE SECURITIES LLC (MADISON WI)

WI

03/25/2017 - 09/29/2017

MML INVESTORS SERVICES, LLC (MIDDLETON WI)

WI

10/03/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (MIDDLETON WI)

IA

09/08/2015 - 09/23/2016

FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)

WI

01/01/2007 - 08/12/2015

NYLIFE SECURITIES LLC (MADISON WI)

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Licenses & Designations

BC

Issued 11/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Troy Lynn Olson.
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