Olga Lilia Serrato
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Olga Lilia Serrato is an investment adviser representative with State FARM Investment Management Corp. in South Jordan, UT, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Chase Investment Services Corp. and E*trade Securities LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
1 state or territory
Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- OLGA Serrato Insurance AgencyMay 2015 – May 2026Salt Lake City, UT
- State FARM VP Management CorpMay 2015 – May 2026Salt Lake City, UT
- State Farm Investment Management CorpOct 2018 – Jun 2019Salt Lake City, UT
- State Farm Investment Management CorpJan 2024 – May 2026Salt Lake City, UT
- Olga Serrato's Insurance AgencyMay 2026 – no end date reportedSouth Jordan, UT
- State Farm Investment Management CorpMay 2026 – no end date reportedSouth Jordan, UT
- State FARM VP Management CorpMay 2026 – no end date reportedSouth Jordan, UT
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About State FARM Investment Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7,007
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomington, IL
- SEC file number:
- 801-8184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Olga Lilia Serrato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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