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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Olson is a financial advisor with over 15 years of experience. Chad is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Chad has previously been registered with Cetera Advisor Networks LLC and Ameriprise Financial Services, Inc. Chad is a Certified Financial Planner. Chad specializes in providing financial planning services to individuals and families, particularly in the areas of divorce planning, retirement planning, and investment management. Chad also has experience working with small businesses. Chad is committed to providing his clients with personalized advice and guidance to help them achieve their 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.
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.
A percentage of the total value of assets under management is charged.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
05/23/2008 - 04/30/2020
CETERA ADVISOR NETWORKS LLC (EDINA MN)
MN
02/23/2006 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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