Todd OlsonCRD Number: 5447599
Current Firm: Edward Jones
Todd Olson (CRD# 5447599) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Edward Jones||St Louis, MO||Nov 2008 - Current||9|
|Wells Fargo Investment||New Ulm, MN||Oct 2007 - Nov 2008||1|
|Wells Fargo Bank Na||New Ulm, MN||Aug 2006 - Nov 2008||2|
|D3 Digital Design+development LLC||New Ulm, MN||Apr 1998 - Aug 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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