Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Olson is a financial advisor with LPL Financial LLC. Brandon has been in the industry since 2007. Brandon is registered with the state of Wisconsin as both a Registered Representative and an Investment Advisor Representative. Brandon works in the Rice Lake, Wisconsin office of LPL Financial. Brandon Olson is a financial advisor who has been helping clients reach their financial goals for over 15 years. Brandon has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Brandon is committed to providing personalized financial advice and guidance to help you achieve your financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
06/04/2012 - Present
LPL Financial LLC (RICE LAKE WI)
MN
05/04/2007 - 10/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STILLWATER MN)
WI
12/06/2006 - 04/02/2007
THRIVENT INVESTMENT MANAGEMENT INC. (ELEVA WI)
IA
Issued 07/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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