Oswaldo Gutierrez-holden
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ozzie Gutierrez-holden Insurance AgencyDec 2025 to now
- State Farm Investment Management Corp.May 2025 to now
- State Farm Vp Management Corp.Sep 2024 to now
- State Farm InsuranceJul 2025 to Dec 2025
- Dan Lewis Insurance AgencyJun 2023 to Jul 2025
- One SourceDec 2021 to Apr 2022
- Omelets EtcJul 2019 to Mar 2023
- OutbackSep 2017 to Oct 2017
- Barrio QueenJun 2017 to Aug 2017
- Jimmy JohnsApr 2017 to Jun 2017
- IhopJan 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CO, KY, VA).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7990501
- Firm CRD
- 3487