Laura Olson
Laura Olson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Billings, MT, with 23 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1001 S 24th St W, Ste 312, Billings, MT, 59102-6467
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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.
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Laura co-owns a business since May 2023, dedicating minimal time. She also works for New Life Community Church since October 2024, spending a few hours per week during trading hours and about 10-20% of her time overall.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Destiny Capital Securities CorporationBroker
Janus Distributors, INC.Broker
State Registrations10 states
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