Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Olk is a financial advisor with over 20 years of experience in the industry. Patrick is registered with Columbia Management Investment Advisers, LLC, and holds Series 3, 7, 31, and 66 licenses. Patrick has a strong background in securities and investments, as well as a deep understanding of the financial markets. Patrick has a commitment to providing clients with personalized investment advice and guidance. Patrick works with clients to develop customized financial plans that meet their individual needs and goals. Patrick is a Chartered Financial Analyst (CFA) charter holder.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
11/30/2015 - Present
Columbia Management Investment Advisers, LLC (Minneapolis MN)
MN
01/02/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/22/2000 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/22/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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