Ryan OlesonCRD Number: 4570215
Current Firm: Raymond James Financial Services Advisors, Inc.
Ryan Oleson (CRD# 4570215) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Omaha, NE and has over 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Jun 2015 - Current||2|
|Raymond James Financial Services||Omaha, NE||Jun 2015 - Current||2|
|First National Bank Of Omaha||Omaha, NE||Apr 2010 - Current||7|
|First National Capital Markets, Inc.||Omaha, NE||Apr 2010 - Jun 2015||5|
|Legent Clearing||Omaha, NE||Aug 2009 - Apr 2010||< 1|
|Securities America Inc.||La Vista, NE||May 2009 - Aug 2009||< 1|
|Td Waterhouse Investor Services, Inc.||Bellevue, NE||Apr 2006 - Feb 2009||2|
|Datek Online Financial Services LLC||Jersey City, NJ||Sep 2002 - Feb 2009||6|
|Ameritrade Holding Corporation||Omaha, NE||Jul 1999 - Feb 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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