Emily Olson, financial advisor Sun Prairie WI
88 score

Emily Olson

CRD Number: 6266209
Current Firm: Harbour Investments, Inc.

Emily Olson (CRD# 6266209) is an Investment Advisor Representative working at Harbour Investments, Inc. in Sun Prairie, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments Madison, WI Jun 2014 - Current 2
Susan Olson Insurance Sun Prairie, WI Oct 2013 - Current 3
Talent Accounting Sun Prairie, WI Oct 2012 - Current 4
Globe University Madison, WI Dec 2012 - Jun 2014 1
State Of Wi Investment Board Madison, WI Jan 2009 - Jan 2013 4
Cuna Mutual Group Madison, WI Mar 2005 - Jan 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Emily S. Olson
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, 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, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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