Erik Olson (CRD# 5528907) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 15 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwm Advisors, LLC | New Orleans, LA | Oct 2019 - Current | 4 |
| Erik Olson, Sole Proprietor | Edina, MN | Aug 2016 - Current | 7 |
| Bane O'leary LLC | Edina, MN | Apr 2017 - Oct 2019 | 2 |
| Barber Financial Group | Edina, MN | Jul 2016 - Apr 2017 | < 1 |
| National Planning Corporation | Minneapolis, MN | Jul 2016 - Aug 2016 | < 1 |
| Wings Financial Credit Union | Apple Valley, MN | Jan 2014 - Jul 2016 | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Aug 2013 - Jul 2016 | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Aug 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- MN
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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