Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Olson is a financial advisor with LPL Financial LLC, a leading financial services company. He is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry since 2001. Todd provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. He is registered in eight states, including North Dakota, Minnesota, Michigan, Florida, Pennsylvania, Arkansas, Arizona, and other states.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ND
12/14/2015 - Present
LPL Financial LLC (FARGO ND)
ND
04/24/2012 - 12/10/2015
MONEY CONCEPTS CAPITAL CORP (FARGO ND)
ND
02/01/2010 - 04/19/2012
SAGEPOINT FINANCIAL, INC. (FARGO ND)
ND
08/01/2007 - 02/02/2010
INVESTMENT CENTERS OF AMERICA, INC. (ENDERLIN ND)
ND
02/02/2007 - 04/11/2007
ASSOCIATED FINANCIAL SERVICES, INC. (FARGO ND)
MN
01/10/2003 - 02/25/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/07/2002 - 01/02/2003
TCF SECURITIES, INC. (MINNEAPOLIS MN)
NY
07/13/2001 - 06/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
06/05/2000 - 06/06/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/15/1999 - 05/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1999 - 05/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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