Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Marie Olson is a financial advisor with Ameritas Advisory Services, LLC. Lynn has been in the financial services industry since 2006. Lynn is registered with the state of Wisconsin and the state of Illinois, and with FINRA. Lynn has experience working with individuals, corporations, and charitable organizations. Lynn specializes in financial planning, pension consulting, portfolio management for individuals, and portfolio management for 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.
Solicitor fees
1
2
WI
02/02/2024 - Present
Ameritas Advisory Services, LLC (Stone Lake WI)
WI
06/18/2020 - 10/26/2023
LPL FINANCIAL LLC (ALTOONA WI)
WI
10/15/2012 - 06/19/2020
TRIAD ADVISORS LLC (Altoona WI)
WI
07/16/2008 - 10/16/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
10/26/2005 - 07/16/2008
SII INVESTMENTS, INC. (EAU CLAIRE WI)
BOTH
Issued 06/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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