AO
AO

Adam James Olson

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

315 S Peoria Ave, Dixon, IL, 61021

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is an insurance agent at Olson Insurance and Financial Services, selling life, health, fixed annuities, and LTC insurance, dedicating about a quarter of his time. He also owns Kustom Kovers, Inc. (drapery and window treatment business run by his wife) and NASSA Properties, LLC (management of office building), but spends no time on these activities.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
August 2016 - Present · 9 yrs 6 mos
Packerland Brokerage Services, INC.Broker
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Packerland Brokerage Services, INC.
August 2016 - August 2016 · 0 mos
Voya Financial Advisors, INC.
January 2004 - August 2016 · 12 yrs 7 mos
Voya Financial Advisors, INC.Broker
January 2004 - August 2016 · 12 yrs 7 mos
Locust Street Securities, INC.
September 2003 - January 2004 · 4 mos
Locust Street Securities, INC.Broker
September 2003 - January 2004 · 4 mos
First Heartland Capital, INC.Broker
August 2002 - September 2003 · 1 yr 1 mo
American General Securities IncorporatedBroker
October 1997 - August 2002 · 4 yrs 10 mos
Uslife Equity Sales CORP.Broker
March 1995 - October 1997 · 2 yrs 7 mos
Pruco Securities CorporationBroker
June 1991 - June 1993 · 2 yrs
The Prudential Insurance Company of AmericaBroker
June 1991 - June 1993 · 2 yrs
State Registrations8 states
AZFLIAILMOMSSCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam James Olson - Financial Advisor | TrueAdvisor