Sharon Olson
Sharon Olson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8500 Normandale Lk Blvd #970, Bloomington, MN, 55437
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon is involved in non-variable insurance sales through Olson Wealth Group, dedicating minimal time to fixed insurance sales and a few hours per month to other non-variable insurance activities. Additionally, Olson Wealth Group serves as a DBA for Sharon's LPL business, requiring nearly full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco/private Ledger CORP.Broker
Ascend Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
Consolidated Resources, INC.Broker
Fdi Securities, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.