Adam Olson (CRD# 2148641) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Dixon, IL and has over 32 years of experience in the finance industry.
CRD# 4432620
Commonwealth Financial Network
CRD# 6461357
Raymond James & Associates, Inc.
CRD# 2451808
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Aug 2016 - Current | 7 |
| Olson Insurance & Financial Services, Inc. | Sterling, IL | Jul 1999 - Current | 24 |
| Voya Financial Advisors | Sterling, IL | Sep 2014 - Jul 2016 | 1 |
| Ing Financial Partners, Inc. | Sterling, IL | Jan 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- IL
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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