RO
CFP
RO
CFP

Ronald Olson

33 Years of Experience
St Petersburg, FL
BrokerSells Insurance

Ronald Olson is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in St Petersburg, FL, with 33 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2131 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

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

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Location

700 Central Avenue, Suite 300, St Petersburg, FL, 33701

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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

Ronald may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2012 - Present · 14 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 1993 - Present · 33 yrs 4 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
February 2007 - April 2007 · 2 mos
Northwestern Mutual Investment Services,llc
February 2006 - March 2007 · 1 yr 1 mo
Robert W. Baird & CO. IncorporatedBroker
September 1993 - January 2002 · 8 yrs 4 mos
State Registrations28 states
ALAZCACOCTFLGAIAILINMAMIMNMONCNHNJNYOHOKPASCTNTXUTVAWAWI
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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