Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Olson is a registered representative with Northwestern Mutual Investment Services, LLC, serving clients in San Francisco, CA. Kathryn is a licensed agent and an Investment Advisor Representative. She is a professional with more than 10 years of experience in the financial industry. Kathryn has a strong background in financial services, working with various firms, including Merrill Lynch, Fidelity Investments, and Nimble Rx. Kathryn provides investment research and referrals to other advisors to her clients. She also has worked previously at Aduro Advisors, a firm specializing in wealth management.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
11/01/2024 - Present
Northwestern Mutual Investment Services, LLC (SAN FRANCISCO CA)
Active
Inactive
Not sure Kathryn Olson is the right advisor for you? Invested Better is here to help.
