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Susan Marie Olson

U.s. Bancorp Investments, Inc.

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About Susan Marie Olson

Susan Marie Olson is a financial advisor with over 13 years of experience in the financial industry. She is currently registered with U.S. Bancorp Investments, Inc., where she has been employed since 2017. Previously, Susan worked for BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. She is licensed to offer investment advice in multiple states, including Wisconsin, Arizona, California, Florida, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, North Carolina, Pennsylvania, and Texas. Susan holds Series 7, 63, and 66 securities licenses. She has a passion for helping clients reach their financial goals, and she is dedicated to providing personalized service.

Firm Information

Susan Olson is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Susan Olson’s Registration & Firm History

WI

12/14/2020 - Present

U.s. Bancorp Investments, Inc. (Milwaukee WI)

WI

08/01/2012 - 05/30/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (WAUKESHA WI)

WI

04/09/2010 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 12/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Marie Olson.
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