Leisa Olson
Leisa Olson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lincoln, NE, with 21 years of industry experience. Leisa 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
8535 Executive Woods Dr, Ste 300, Lincoln, NE, 68512
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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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Leisa works for Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC, dedicating about a third of her time. She also provides pro bono financial planning through Angel Care Foundation and facilitates workshops through the non-profit Second Saturday, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, INC.Broker
Riversource Distributors, INC.Broker
Questar Capital CorporationBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.