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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Olson is a financial advisor who has been in the industry since March 12, 2016. Katherine is currently registered with Cetera Investment Advisers LLC and has previously been registered with AUSDAL FINANCIAL PARTNERS, INC. and WADDELL & REED, INC. Katherine holds the Series 66, Series 7 and Series 24 licenses. Katherine is registered in 53 states and 2 jurisdictions for both broker-dealer and investment advisor services. Katherine also specializes in financial planning, pension consulting, educational seminars and selection of other advisors. Katherine has a history of working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Katherine is currently working with Cetera Investment Advisers LLC, and has been with the firm since March 2023. Cetera Investment Advisers LLC is a firm with over 16,000 clients and over $100 billion in assets under management. Cetera Investment Advisers LLC offers a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals 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.
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.
1
2
IL
09/01/2023 - Present
Cetera Investment Advisers LLC (Moline IL)
IA
06/30/2017 - 11/29/2021
AUSDAL FINANCIAL PARTNERS, INC. (DAVENPORT IA)
IA
01/20/2015 - 07/13/2016
AUSDAL FINANCIAL PARTNERS, INC. (DAVENPORT IA)
IA
07/11/2012 - 08/26/2013
WADDELL & REED, INC. (DAVENPORT IA)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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