Thomas Oleson (CRD# 1661070) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hudson, WI and has over 37 years of experience in the finance industry. Thomas Oleson 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# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2773901
Edward Jones
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2018 - Current | 5 |
| Vestcore Financial Group | Hudson, WI | Jun 2018 - Current | 5 |
| Benefit Planners Group | Hudson, WI | Jan 1995 - Current | 29 |
| Mml Investors Services, LLC | Minnetonka, MN | Mar 2017 - Sep 2018 | 1 |
| Mass Mutual Life Insurance Company | Minnetonka, MN | Jul 2016 - Sep 2018 | 2 |
| Metlife Securities Inc. | Minnetonka, MN | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Minneapolis, MN | Aug 2002 - Jan 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
- TX
- WI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- 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
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