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Katherine Lynn Olson

Charles Schwab & CO., Inc.

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About Katherine Lynn Olson

Katherine Olson is a financial professional with over 16 years of experience in the industry. She is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc., both of which have a broad scope of business in both the Broker-Dealer and Investment Advisor industries. Katherine Olson holds Series 63, 7, and 24 licenses and has extensive experience in the investment industry. Katherine Olson is committed to providing her clients with personalized financial advice and services.

Firm Information

Katherine Olson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Katherine Olson’s Registration & Firm History

NE

06/16/2023 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

04/05/2007 - 05/23/2007

TD AMERITRADE, INC. (BELLEVUE NE)

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Licenses & Designations

BC

Issued 03/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Katherine Lynn Olson.
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