Aaron Olson (CRD# 5207302) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purpose Comprehensive Wealth Management | Verona, WI | Jan 2021 - Current | 3 |
| Mutual Advisors, LLC | Casper, WY | Aug 2020 - Jan 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Menomonee Falls, WI | Mar 2019 - Aug 2020 | 1 |
| U.s. Bancorp Investments, Inc. | Menomonee Falls, WI | Mar 2012 - Mar 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- NC
- SC
- WI
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts391ACCOUNTS
-
Average Account Value$190,793
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, SC, WI
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