Adam Olson, financial advisor Norfolk NE
90 score

Adam Olson

CRD Number: 5959908
Current Firm: Mutual Of Omaha Investor Services, Inc.

Adam Olson (CRD# 5959908) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Norfolk, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Jul 2011 - Current 5
Mutual Of Omaha Norfolk, NE Jun 2011 - Current 5
Dan Olson Farms Atkinson, NE May 2001 - May 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Adam D. Olson
Phone Number: 402-351-5770
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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