Todd Olson, financial advisor Fargo ND
96 score

Todd Olson

CRD Number: 3117238
Current Firm: Lpl Financial LLC

Todd Olson (CRD# 3117238) is an Investment Advisor Representative working at Lpl Financial LLC in Fargo, ND and has over 17 years of experience in the finance industry. Todd 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
Lpl Financial LLC Fargo, ND Dec 2015 - Current 1
Gate City Bank Fargo, ND Apr 2012 - Current 4
Money Concepts Capital Corp Palm Beach Gardens, FL Apr 2012 - Dec 2015 3
Sagepoint Financial, Inc. Fargo, ND Feb 2010 - Apr 2012 2
Investment Centers Of America, Inc. Fargo, ND Aug 2007 - Feb 2010 2
Heartland Trust Company Fargo, ND Mar 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Todd D. Olson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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