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Bruce Olson

36 Years of Experience
Edina, MN
1 DisclosureBroker

Bruce Olson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 36 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7601 France Ave S, Ste 300, Edina, MN, 55435-5999

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History

Regulatory History (1)
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Customer Dispute
October 2004
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Ameriprise Financial Services, LLC
September 2021 - Present · 4 yrs 8 mos
Ameriprise Financial Services, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - September 2021 · 18 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - September 2021 · 18 yrs 2 mos
Prudential Securities Incorporated
September 2000 - July 2003 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
September 2000 - July 2003 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1990 - September 2000 · 9 yrs 11 mos
J. W. Gant & Associates, INC.Broker
December 1989 - October 1990 · 10 mos
State Registrations19 states
ALCAFLGAIDINMDMEMIMNNJNYPATNTXVAWAWIWV
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.