Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leisa? Claim Your ProfileLeisa Olson is a financial advisor at Ameriprise Financial Services, LLC, with over 19 years of experience in the industry. Leisa has a strong background in financial planning and portfolio management, and is committed to providing personalized advice and guidance to help clients achieve their financial goals. Leisa is also a Certified Financial Planner. Leisa has been registered as a securities representative since 2004. She has also held registrations with several other firms, including Ameriprise Financial Services, Inc., Riversource Distributors, Inc., and Questor Capital Corporation. Leisa is licensed in both Minnesota and Nebraska. Leisa offers a range of advisory services, including financial planning, asset allocation, and portfolio management. Leisa is dedicated to providing her clients with the highest level of service and expertise.
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.
Asset allocation services
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
NE
07/21/2023 - Present
Ameriprise Financial Services, LLC (Lincoln NE)
MN
03/15/2017 - 07/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
01/03/2017 - 03/15/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
11/11/2011 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
05/27/2009 - 11/11/2011
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/11/2009 - 05/15/2009
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
01/01/2007 - 12/17/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/23/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/23/2004 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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