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 8 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||8|
|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)
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