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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Olson is an investment advisor representative with Newedge Advisors, a firm with more than $10 billion in assets under management. Erik has been in the financial industry for over a decade and holds Series 7, 6, 63, and 65 licenses. Erik has a deep understanding of financial markets and is dedicated to providing personalized financial advice to individuals, families, and businesses. Erik is also a registered investment advisor representative with the State of Minnesota. Erik's current firm, Newedge Advisors, offers a wide range of financial planning and investment management services, including portfolio management for individuals, families, and businesses.
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.
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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2
LA
10/18/2019 - Present
Newedge Advisors (NEW ORLEANS LA)
MN
07/18/2016 - 08/26/2016
NATIONAL PLANNING CORPORATION (MINNEAPOLIS MN)
MN
01/15/2013 - 07/11/2016
CUNA BROKERAGE SERVICES, INC. (EDINA MN)
MN
05/30/2008 - 01/08/2013
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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