Chad Olson is a registered investment advisor at LPL Financial LLC, based in Forest Lake, MN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
20 Lake St N Ste 310, Forest Lake, MN, 55025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is associated with Wealth Management Midwest, LLC in Forest Lake, MN since 2009. He also owns farmland as a rental property, which is investment-related, but requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
State Registrations14 states
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