Chad Olson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 17 years of industry experience. Chad 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
7650 Edinborough Way Suite 100, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad co-owns a dormant meal planning website, PrimalPal LLC, and Simplify My Divorce, which provides divorce education. He also works as a partner and divorce planner for AJW Financial and Divorce Financially, owns rental property, is part owner of Xbrezzo LLC, and is an investment advisory representative for AdvisorNet Financial Inc, DBA AdvisorNet Wealth Partners, spending about a quarter of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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