Nicholas Ollearis, financial advisor Crown Point IN

Nicholas Ollearis

CRD Number: 6545749
Current Firm: State Farm Investment Management Corp.

Nicholas Ollearis (CRD# 6545749) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Crown Point, IN and has over 5 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
State Farm Investment Management Corp Crown Point, IN Mar 2024 - Current < 1
State Farm Insurance Crown Point, IN Mar 2024 - Current < 1
State Farm Vp Management Corp Crown Point, IN Jul 2023 - Current < 1
Aaron Pinkus Insurance Agency Crown Point, IN Jul 2023 - Mar 2024 < 1
Aaron Pinkus Insurance Agency Chicago, IL Jul 2023 - Mar 2024 < 1
State Farm Vp Management Corp Chicago, IL Jul 2023 - Mar 2024 < 1
State Farm Vp Management Corp. Merrillville, IN Mar 2022 - Jul 2023 1
Kim Fry Insurance Agency Merrillville, IN Feb 2022 - Jul 2023 1
Kevin Mcclellan Insurance Agency Highland, IN Dec 2020 - Jul 2023 2
Unemployed Schererville, IN Jul 2020 - Dec 2020 < 1
J.p. Morgan Securities LLC Crown Point, IN Apr 2018 - Jul 2020 2
Jpmorgan Chase Bank, N.a. Crown Point, IN Apr 2018 - Jul 2020 2
Unemployed Saint John, IN Feb 2018 - Apr 2018 < 1
State Farm Munster, IN Dec 2017 - Feb 2018 < 1
Unemployed Saint John, IN Nov 2017 - Nov 2017 < 1
Chiro One Wellness Centers (medulla Parent Company) Oak Brook, IL Feb 2017 - Oct 2017 < 1
Unemployed Saint John, IN Jan 2017 - Jan 2017 < 1
All Black Hockey Sticks Howell, MI Jan 2014 - Dec 2016 2
Grand Valley State University Allendale, MI Jan 2014 - Dec 2016 2
Nylife Securities LLC Grand Rapids, MI Jun 2015 - Feb 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Nicholas W. Ollearis
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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