Todd Olson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 24 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
Fargo, ND
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Todd is involved with Gate City Bank/Investment Services, Gate City Insurance Agency (as President), Simplicity Group (as an agent for non-variable insurance), and real estate rental. He dedicates about a quarter of his time to Gate City Bank/Investment Services and a few hours per week to Gate City Insurance Agency and Simplicity Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Associated Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Tcf Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.