Lonnie Olson is a registered investment advisor at Edward Jones, based in Hobart, OK, with 31 years of industry experience. Lonnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
411 South Main St, Hobart, OK, 73651
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Lonnie is involved in several organizations, including the Hobart Community Foundation, Kiowa County Industrial Development Authority, AgPreference, ACA, Selective Service System, and Farm Credit of Western Oklahoma. He also manages Olson Family Land and Cattle LLC and owns a commercial rental property, but spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Investment Centers of America, INC.Broker
State Registrations25 states
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.