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Andrew Arthur Olson

Anico Financial Services, Inc.

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About Andrew Arthur Olson

Andrew Olson is a financial professional with over 30 years of experience in the industry. He is currently registered with Anico Financial Services, Inc. and holds Series 6, 7, 24, 63 and 65 licenses as well as the SIE. Andrew has experience with a variety of firms including N.I.S. FINANCIAL SERVICES, INC., INTEGRATED FINANCIAL PLANNING SERVICES, VOYA AMERICA EQUITIES, INC., ING FINANCIAL PARTNERS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, WASHINGTON SQUARE SECURITIES, INC. and PRUCO SECURITIES CORPORATION. He has a diverse background and is dedicated to helping clients achieve their financial goals.

Firm Information

Andrew Olson is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Olson’s Registration & Firm History

TX

08/10/2021 - Present

Anico Financial Services, Inc. (GALVESTON TX)

MO

01/10/2020 - 07/29/2020

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NA

12/13/2018 - 12/09/2019

INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )

MN

04/12/2002 - 12/31/2016

VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)

MN

07/09/2010 - 09/03/2014

ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)

MN

06/16/2000 - 04/01/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/16/2000 - 04/01/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CT

11/04/1996 - 04/18/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NJ

08/13/1987 - 11/25/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/12/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Arthur Olson.
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