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Larry Olson

39 Years of Experience
Wayzata, MN
1 DisclosureBroker

Larry Olson is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 39 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2011
Final
Other Business Activities

Larry works as support staff and a financial advisor at Vista Wealth Management. Larry also has 100% ownership of Larren Investments, LLC, dedicating nearly full-time hours to both roles.

Employment History
Current Registrations
Wells Fargo Advisors
February 2005 - Present · 21 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
July 2002 - August 2004 · 2 yrs 1 mo
Wachovia Securities, INC.
July 2001 - July 2002 · 1 yr
Wachovia Securities, INC.Broker
May 1998 - July 2002 · 4 yrs 2 mos
Principal Financial Securities,inc.Broker
September 1994 - May 1998 · 3 yrs 8 mos
Hamilton Investments, INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
Craig-Hallum, INC.Broker
February 1993 - July 1993 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1987 - March 1993 · 6 yrs
State Registrations10 states
CACOFLILINMNPASDWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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