Andrew Olson, financial advisor Fergus Falls MN
93 score

Andrew Olson

CRD Number: 5570078
Current Firm: Spc

Andrew Olson (CRD# 5570078) is an Investment Advisor Representative working at Spc in Fergus Falls, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Current 2
Security Insurnace Inc. Fergus Falls, MN Feb 2010 - Current 6
Sammons Securities Company, LLC Ann Arbor, MI Apr 2010 - Aug 2014 4
Thrivent Financial For Lutherans Appleton, WI Jul 2008 - Feb 2010 1
Thrivent Investment Management Inc. Fergus Falls, MN Jul 2008 - Feb 2010 1
Century 21 Vista Fergus Falls, MN May 2001 - Oct 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Andrew J. Olson
Phone Number: 734-663-1611
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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