CFP

Patrick Olson

19 Years of Experience

Minnetonka, MN

1 DisclosureBrokerSells Insurance

Patrick Olson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 19 years of industry experience. Patrick 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.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

10261 Yellow Circle Dr, Minnetonka, MN, 55330

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History

Regulatory History (1)

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Criminal

April 2013

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Patrick is an agent/broker for Fortune Financial LLC and North Star Consultants & North Star Brokerage, dedicating minimal time to each. He also owns DAP Advisory, an expense management business, spending about a quarter of his time on it.

Employment History

Current Registrations

Cetera Investment Advisers LLC

August 2023 - Present · 2 yrs 9 mos

Cetera Wealth Services, LLCBroker

August 2023 - Present · 2 yrs 9 mos

Previous Registrations

Cri Securities, LLC

January 2014 - October 2021 · 7 yrs 9 mos

Securian Financial Services, INC.

January 2014 - August 2023 · 9 yrs 7 mos

Securian Financial Services, INC.Broker

December 2013 - August 2023 · 9 yrs 8 mos

Cri Securities, LLCBroker

December 2013 - October 2021 · 7 yrs 10 mos

New England SecuritiesBroker

June 2008 - May 2013 · 4 yrs 11 mos

Thrivent Investment Management INC.Broker

July 2006 - June 2008 · 1 yr 11 mos

State Registrations8 states

AKCAFLILMNTXVAWI

AdvisorBrokerBoth

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.

Exams

No exam information available for this advisor.

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