Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Kay Olson is a financial advisor who has been in the industry since 2018. Olson is currently registered with Avantax Advisory Services, where she provides investment and financial advice to clients. Previously, Olson was registered with 1st Global Capital Corp. Olson is licensed to offer financial services in Michigan and Texas. Olson has Series 66, Series 7 and SIE licenses. Olson holds a Paraplanner position with DGN Wealth Advisors, LLC. Olson specializes in financial planning, portfolio management, and providing financial and investment services to individuals and businesses. Olson's clients include high net worth individuals, corporations, and pension and profit sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/22/2021 - Present
Avantax Advisory Services (Spring TX)
WI
09/12/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (WAUKESHA WI)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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