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Suzann Joy Olsen

Empower Financial Services, Inc.

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About Suzann Joy Olsen

Suzann Olsen is a financial professional with over 30 years of experience in the financial services industry. Suzann currently works for Empower Financial Services, Inc. where she is registered with FINRA. Prior to joining Empower Financial Services, Inc., Suzann was employed with Ameriprise Financial Services, Inc., IDS Life Insurance Company, American Express Financial Advisors Inc., and Charles Schwab & Co., Inc.. Suzann has passed the Series 63, Series 6TO, SIE, and Series 7 exams. Suzann is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Suzann Olsen is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

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.

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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Suzann Olsen’s Registration & Firm History

CO

01/25/2006 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

MN

11/26/2004 - 12/21/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/26/2004 - 12/21/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/25/2001 - 10/28/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/25/2001 - 10/28/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

04/29/1992 - 05/11/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 02/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzann Joy Olsen.
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