Paula Olson, financial advisor Golden Valley MN
73 score

Paula Olson

CRD Number: 1816023
Current Firm: The Oak Ridge Financial Services Group, Inc.

Paula Olson (CRD# 1816023) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Ridge Financial Services Group Inc. Golden Valley, MN Jun 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S66 NASAA Uniform Combined State Law Examination Oct 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paula T. Olson
Phone Number: 763-923-2270
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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