Stephen Olsen is a registered investment advisor, based in Schaumburg, IL, with 27 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2025 - September 2025 · 7 mos
Avantax Investment Services, INC.Broker
December 2024 - September 2025 · 9 mos
Ameriprise Financial Services, LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
Putnam Retail Management Limited PartnershipBroker
May 2012 - May 2023 · 11 yrs
Putnam Retail Management Limited PartnershipBroker
September 1997 - February 2009 · 11 yrs 5 mos
Colonial Investment Services, INC.Broker
June 1996 - September 1997 · 1 yr 3 mos
New England Funds, L.P.Broker
October 1995 - May 1996 · 7 mos
Scudder Investor Services, INC.Broker
January 1995 - September 1995 · 8 mos
State Registrations1 state
MA
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.