Adam Olson (CRD# 5959908) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Norfolk, NE and has over 12 years of experience in the finance industry. Adam 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# 5430169
Wealth Management
CRD# 4485089
Commonwealth Financial Network
CRD# 4319631
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Jul 2011 - Current | 12 |
| Mutual Of Omaha | Norfolk, NE | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$209,436
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