Olivia Flynn (CRD# 7792139) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Edina, MN and has 1 year of experience in the finance industry. Olivia Flynn 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cornerstone Wealth Advisors | Edina, MN | Jul 2023 - Current | < 1 |
Cornerstone Wealth Advisors | Edina, MN | Jun 2020 - Jul 2023 | 3 |
Vine & Fig Tree Wealth Planning | Dubuque, IA | Aug 2019 - May 2020 | < 1 |
Loras College | Dubuque, IA | Sep 2016 - May 2020 | 3 |
Loras College Advancement Office | Dubuque, IA | Jun 2017 - Dec 2019 | 2 |
Creative Planning, LLC | Minneapolis, MN | May 2019 - Aug 2019 | < 1 |
Private Household | Saint Paul, MN | Jun 2015 - Aug 2018 | 3 |
Apple Valley High School | Apple Valley, MN | Sep 2012 - Jun 2016 | 3 |
- MN
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Total Assets Under Management445MILLIONS
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Total Number of Accounts1,410ACCOUNTS
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Average Account Value$315,893
- 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
CA, CO, FL, MN, NM, TX, WI
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