Patrick Olson
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
Get directionsHistory
Regulatory History (1)
Criminal
April 2013Other 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
Cetera Wealth Services, LLCBroker
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
New England SecuritiesBroker
Thrivent Investment Management INC.Broker
State Registrations9 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.
Exams
More Advisors
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- Gary AikenCetera Investment Advisers LLC
- Christine Zuck, CFPCetera Investment Advisers LLC