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Marla Olsen

24 Years of Experience
Omaha, NE
Broker

Marla Olsen is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

11808 Miracle Hills Dr, Suite 105, Omaha, NE, 68154

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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 Activities

Marla works as a notary public, dedicating minimal time to this non-investment related activity. She started this role in May 2024.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2011 - October 2022 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2005 - October 2022 · 16 yrs 11 mos
RBC Dain Rauscher INC.Broker
April 2001 - November 2005 · 4 yrs 7 mos
State Registrations28 states
AKARAZCACOCTDEFLGAHIIAILKSMAMEMIMNMONCNENMNVNYOHPASDTXWI
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.