Elisabeth Olson (CRD# 6577798) is an Investment Advisor Representative working at On Investment Management Co in Fort Collins, CO and has over 7 years of experience in the finance industry. Elisabeth 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.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Jan 2019 - Current | 5 |
| Sole Prop Rental | Fort Collins, CO | Sep 2018 - Current | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | Loveland, CO | Sep 2016 - Jan 2019 | 2 |
| Waddell & Reed Inc. | Fort Collins, CO | Sep 2016 - Jan 2019 | 2 |
| Rental House | Greeley, CO | Jul 2016 - Feb 2017 | < 1 |
| Unemployed | Fort Collins, CO | Aug 2016 - Sep 2016 | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Mar 2016 - Aug 2016 | < 1 |
| Retirement And Estate Advisors | Fort Collins, CO | Aug 2015 - Aug 2016 | 1 |
| Retirement And Estate Advsiors | Fort Collins, CO | Aug 2015 - Aug 2016 | 1 |
| St. Vrain Valley School District | Longmont, CO | Jun 2015 - Aug 2015 | < 1 |
| St Vrain Valley School District | Longmont, CO | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Longmong, CO | May 2015 - Jun 2015 | < 1 |
| Weld County School District Re4 Aka Windsor School District | Windsor, CO | Aug 2014 - May 2015 | < 1 |
| Unemployed | Windsor, CO | May 2014 - Aug 2014 | < 1 |
| Thompson School District | Loveland, CO | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- AZ
- CO
- IN
- IA
- MN
- MT
- NM
- NC
- OR
- TX
- UT
- WA
- WV
- WI
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- 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
- Selection of other advisers (including private fund managers)
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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, VT, WA, WI, WV, WY
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