Mark OlsonCRD Number: 5884221
Current Firm: Lpl Financial LLC
Mark Olson (CRD# 5884221) is an Investment Advisor Representative working at Lpl Financial LLC in Willmar, MN and has over 7 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Lpl Financial, LLC||Willmar, MN||Mar 2012 - Current||6|
|Conway, Deuth & Schmiesing||Benson, MN||Jan 1986 - Current||32|
|1st Global Capital Corp||Benson, MN||Jan 2011 - Mar 2012||1|
|1st Global Advisors, Inc.||Benson, MN||Jan 2011 - Mar 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY