Troy
Olson

Horace Mann Investors, Inc

CRD#4953911
Investment Advisor
in Middleton, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Troy Olson is a financial advisor based in Middleton, Wisconsin, working with Horace Mann Investors, Inc. Troy has previously held positions at Mml Investors Services, LLC, Western Southern Life, W&S Brokerage Services, Massmutual Life Insurance Company, Mml Investors Services, Horace Mann Companies, Horace Mann Investors Inc, Third Coast Advisors, New York Life Insurance Company, Nylife Securities, Inc, Farm Bureau Financial Services, Massmutual, Cuna Mutual Group, and Cuna Brokerage Services, Inc. Troy has passed the Series 63 regulatory exam and is registered to provide services in Iowa, North Dakota, and Wisconsin. Currently, Troy is part of Horace Mann Investors, Inc, which operates out of Middleton, Wisconsin. The firm has 72 offices and 74 employees. The firm manages assets totaling $62.1 million and offers the service of selecting other advisers. The fee structure at Horace Mann Investors, Inc includes other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

8383 Greenway Blvd Suite 600
Middleton, WI 53562

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Horace Mann Investors, Inc Brokerage Details

Total Assets Under Management

$62,122,049

WI Average: $6,674,516,078
Total Number of Employees

74

WI Average: 44
Total Number of Accounts

498

WI Average: 2,564
Average Account Size

$124,743

WI Average: $2,603,165

Investment Advisory Services

  • Selection of other advisers

Troy Olson Work History

2023 - Present (1 year)

Horace Mann Companies

2023 - Present (1 year)

Horace Mann Investors Inc

2020 - Present (4 years)

Massmutual Life Insurance Company

2020 - Present (4 years)

Mml Investors Services

2020 - 2020 (< 1 year)

Western Southern Life

2020 - 2020 (< 1 year)

W&S Brokerage Services

2019 - 2020 (1 year)

Cuna Mutual Group

2019 - 2020 (1 year)

Cuna Brokerage Services, Inc

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Third Coast Advisors

2016 - 2017 (1 year)

Massmutual

2015 - 2016 (1 year)

Farm Bureau Financial Services

2005 - 2015 (10 years)

New York Life Insurance Company

2005 - 2015 (10 years)

Nylife Securities, Inc

Disclosures

Please visit the SEC profile of Troy Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horace Mann Investors, Inc

Todd Hogan
Tampa, FL
Jacob Waltrip
Springfield, IL
Aaron Rarick
Indianapolis, IN
Jerry Betzler
Grand Rapids, MN
Duane Orr
Maryville, TN
Brigido De Leon
Humble, TX
Steven Delisle
Springfield, IL
Tyler Smith
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started