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Megan Marie Olsen

American Enterprise Investment Services Inc.

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About Megan Marie Olsen

Megan Marie Olsen is a financial advisor currently registered with American Enterprise Investment Services Inc. in Minnesota. Megan Olsen is a Series 7 and Series 63 licensed professional who has been in the financial services industry since 2011. She has a background at Ameriprise Financial Services, Inc. and has specialized in providing financial advice to clients in the Minneapolis area.

Firm Information

Megan Olsen is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Megan Olsen’s Registration & Firm History

MN

08/09/2012 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

03/17/2011 - 01/30/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Marie Olsen.
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