Matthew OlsonCRD Number: 5434093
Current Firm: Ameriprise Financial Services, Inc.
Matthew Olson (CRD# 5434093) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Decorah, IA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Investment Centers Of America, Inc.
Cetera Advisor Networks LLC
|Ameriprise Financial Services,inc.||Decorah, IA||Oct 2007 - Current||10|
|Rearview Mirror Inc.||Decorah, IA||Aug 2000 - Current||17|
|Dave's Guitar Shop||Lacrosse, WI||Jan 2007 - Oct 2007||< 1|
|Abr||Lacrosse, WI||Aug 2006 - Jan 2007||< 1|
|Goodwill||Lacrosse, WI||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV