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Charity Rose Olson

Associated Investment Services, Inc.

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About Charity Rose Olson

Charity Olson is a financial advisor with Associated Investment Services, Inc. located in GREEN BAY, WI. Charity has been in the industry since 1998 and is a registered representative with FINRA. Charity Olson specializes in providing financial advice and portfolio management to individuals, families, and businesses.

Firm Information

Charity Olson is currently registered with Associated Investment Services, Inc.. Associated Investment Services, Inc., is a Corporation based in GREEN BAY, WI, that was formed on 1923-03-23. The firm provides financial planning and portfolio management for individuals, as well as selection of other advisers. They also offer mutual fund wrap services. Associated Investment Services, Inc. has a total of 862,552,767 regulatory assets under management, which include 4,578 non-discretionary accounts.
Associated Investment Services, Inc.

433 MAIN STREET

GREEN BAY, WI 54301-5114

$862.55M

Assets Under Management

Not reported

Total Clients

61

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund wrap

Mutual fund wrap

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Charity Olson’s Registration & Firm History

WI

01/06/2005 - Present

Associated Investment Services, Inc. (GREEN BAY WI)

NY

01/25/2002 - 06/18/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

02/08/2001 - 01/11/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NC

06/18/1999 - 08/02/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MA

08/19/1998 - 06/08/1999

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NC

06/26/1998 - 08/26/1998

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/23/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/23/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charity Rose Olson.
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