Nicole Olmscheid (CRD# 5288561) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bloomington, MN and has over 16 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Bloomington, MN | Feb 2020 - Current | 4 |
Financial Empowerment Coaching & Consulting, LLC | Sauk Rapids, MN | Mar 2016 - Feb 2020 | 3 |
Stinson LLP | Minneapolis, MN | May 2017 - Feb 2019 | 1 |
Drc | Plymouth, MN | Apr 2017 - May 2017 | < 1 |
Bremer Trust, N.a. | Saint Cloud, MN | Mar 2016 - Mar 2017 | 1 |
The Ultimate Sports Bar & Grill | Waite Park, MN | Feb 2016 - Mar 2016 | < 1 |
Business Women Of Central Minnesota | St Cloud, MN | May 2015 - Mar 2016 | < 1 |
Adler College | Richfield, MN | Feb 2015 - Mar 2016 | 1 |
Various Insurance Carriers For W & R Insurance Agencies | Sauk Rapids, MN | Jul 2014 - Mar 2016 | 1 |
Waddell & Reed Inc. | St Paul, MN | Mar 2014 - Mar 2016 | 2 |
Us Bank | Minneapolis, MN | Oct 2010 - Jun 2014 | 3 |
Personal Trust Associate | Minneapolis, MN | Oct 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2007 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MN
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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