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Kathryn Olson

Northwestern Mutual Investment Services, LLC

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About Kathryn Olson

Kathryn Olson is a registered representative with Northwestern Mutual Investment Services, LLC. Kathryn is licensed in California. Kathryn has been in the industry since 2013 and holds the Series 66 license. She is a dedicated advisor who is passionate about helping clients achieve their financial goals. Kathryn's previous experience includes positions at various firms such as Fidelity Investments, Merrill Lynch, and Nimble Rx.

Firm Information

Kathryn Olson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

600 Montgomery St

SAN FRANCISCO, CA 94111

Not reported

Assets Under Management

1

Total Clients

10,224

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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investment research; referrals to other advisers

Investment research; referrals to other advisers

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

Referral fees

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Kathryn Olson’s Registration & Firm History

CA

11/01/2024 - Present

Northwestern Mutual Investment Services, LLC (SAN FRANCISCO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Olson.
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