Roy Olson is a registered investment advisor at Cetera Investment Advisers LLC, based in Appleton, WI, with 20 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1857 N. Silversping Drive, Appleton, WI, 54913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roy is the owner of APTA Tax Service LLC since 2006, providing tax preparation, accounting, and business consulting services. This requires about half of Roy's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Girard Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations1 state
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