Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Olson is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Robert is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses. Robert specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (FORT WAYNE IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (FORT WAYNE IN)
IN
04/21/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT WAYNE IN)
IN
10/22/2007 - 04/20/2009
PRINCOR FINANCIAL SERVICES CORPORATION (FORT WAYNE IN)
IN
07/28/1993 - 10/31/2007
INTERSECURITIES, INC. (FORT WAYNE IN)
WA
01/01/1992 - 08/02/1993
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
MN
12/21/1989 - 11/27/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1989 - 11/27/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Olson is the right advisor for you? Invested Better is here to help.
