Yvonne Moe Olson (CRD# 6891659) is an Investment Advisor Representative working at Icon Financial in Bloomington, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icon Financial | Bloomington, MN | Jan 2018 - Current | 6 |
| Monat Global Corp | Rosemount, MN | Aug 2017 - Current | 6 |
| Icon Financial | Burnsville, MN | Jul 2017 - Dec 2017 | < 1 |
| Homemaker | Farmington, MN | May 2016 - Jul 2017 | 1 |
| Keller Property Management | Apple Valley, MN | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- MN
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts171ACCOUNTS
-
Average Account Value$539,181
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
MN
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