Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Olson is a financial advisor with over 11 years of experience in the financial services industry. Roger is registered with The Ameriflex Group and has been with the firm since April 2024. Previously, Roger worked with PRUCO SECURITIES, LLC. and THRIVENT INVESTMENT MANAGEMENT INC. in Colorado. Roger holds the Series 6, 7, 63, and 65 licenses. Roger provides financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Roger is dedicated to providing personalized financial guidance to help clients reach their financial goals.
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.
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
CO
04/02/2024 - Present
THE Ameriflex Group (Fort Collins CO)
CO
01/07/2019 - 04/12/2024
PRUCO SECURITIES, LLC. (Fort Collins CO)
CO
12/13/2013 - 12/21/2018
THRIVENT INVESTMENT MANAGEMENT INC. (LONGMONT CO)
MN
11/21/2000 - 03/14/2002
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 01/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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