Megan Olson, financial advisor Edina MN
92 score

Megan Olson

CRD Number: 6253383
Current Firm: Hewins Financial Advisors, LLC

Megan Olson (CRD# 6253383) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Edina, MN and has over 3 years of experience in the finance industry. Megan Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hewins Financial Advisors, LLC Minneapolis, MN Dec 2012 - Current 4
University Of Mn Duluth Duluth, MN Mar 2010 - Dec 2012 2
University Of Mn Duluth Duluth, MN Sep 2008 - Dec 2012 4
Milaca Community Ed Milaca, MN May 2008 - Sep 2008 < 1
Milaca High School Milaca, MN Sep 2003 - May 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Megan E. Olson
Phone Number: 650-620-3040
Registered State(s):
  • CA
  • FL
  • PA
  • WI
  • MN
  • VA
By the Numbers
  • Total Assets Under Management
    3,857
    MILLIONS
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $914,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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