Erik Olson, financial advisor Minneapolis MN
93 score

Erik Olson

CRD Number: 5528907
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Erik Olson (CRD# 5528907) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Minneapolis, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Barber Financial Group Edina, MN Jul 2016 - Current < 1
National Planning Corporation Minneapolis, MN Jul 2016 - Current < 1
Wings Financial Credit Union Apple Valley, MN Jan 2014 - Jul 2016 2
Cuna Brokerage Services, Inc. Waverly, IA Jan 2013 - Jul 2016 3
Cuna Mutual Group Waverly, IA Jan 2013 - Dec 2013 < 1
Allianz Life Insurance Company Of North America Minneapolis, MN Apr 2008 - Jan 2013 4
Allianz Life Financial Services, LLC Minneapolis, MN Apr 2008 - Jan 2013 4
Capital Lending Services, LLC Burnsville, MN Dec 2006 - Apr 2008 1
Community Residential Mortgage Chaska, MN Nov 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Erik D. Olson
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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, 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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