Roger Olson is a registered investment advisor, based in Fort Collins, CO, with 13 years of industry experience.
Location
145 N College Ave Suite Q, Fort Collins, CO, 80524
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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
Roger owns Self-Defense Solutions, LLC, a personal safety and tactical protection consulting business, though it is fairly inactive. He also works full-time as a financial planner for Envision Financial Partners and as a wealth advisor for The Ameriflex Group, engaging in insurance and securities transactions, financial planning, and investment advisory services.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
The Ameriflex Group
Osaic Wealth, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Aal Capital Management CorporationBroker
State Registrations11 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.