Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Olafson is an investment advisor representative who has been in the industry for over 20 years. Stephen is currently registered with Captrust, a firm that provides investment advisory services to a wide range of clients. Previously, Stephen worked at Karstens Investment Counsel, Inc. and CapFinancial Partners, LLC. Stephen is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Stephen has been in the industry for over 20 years and has a strong track record of helping clients achieve 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
08/22/2022 - Present
Captrust (Omaha NE)
NE
10/07/2004 - 06/17/2008
LEGENT CLEARING (OMAHA NE)
OR
04/24/2002 - 03/01/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MN
09/07/2000 - 03/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/2000 - 03/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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