Susan Olson (CRD# 4004339) is an Investment Advisor Representative working at Harbour Investments, Inc. in Sun Prairie, WI and has over 24 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Susan Olson Insurance & Financial Solutions | Sun Prairie, WI | Jun 2013 - Current | 10 |
| Harbour Investments, Inc. | Madison, WI | May 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
- A percentage of assets under your management
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