Erik Olson, financial advisor Bloomington MN
93 score

Erik Olson

CRD Number: 5528907
Current Firm: Bane O'leary LLC

Erik Olson (CRD# 5528907) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bane O'leary LLC Edina, MN Apr 2017 - Current 1
Erik Olson, Sole Proprietor Edina, MN Aug 2016 - Current 1
Barber Financial Group Edina, MN Jul 2016 - Apr 2017 < 1
National Planning Corporation Minneapolis, MN Jul 2016 - Aug 2016 < 1
Wings Financial Credit Union Apple Valley, MN Jan 2014 - Jul 2016 2
Cuna Brokerage Services, Inc. Waverly, IA Aug 2013 - Jul 2016 2
Cuna Brokerage Services, Inc. Waverly, IA Aug 2013 - Jul 2016 2
Cuna Mutual Group Apple Valley, MN Jan 2013 - Jan 2014 1
Allianz Life Financial Services, LLC Minneapolis, MN Apr 2008 - Jan 2013 4
Capital Lending Services, LLC Burnsville, MN Nov 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Erik D. Olson
Phone Number: 952-236-4213
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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

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