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Laura Olson

16 Years of Experience
Redwood City, CA
5 DisclosuresBroker

Laura Olson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Redwood City, CA, with 16 years of industry experience. Laura 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

Redwood City, CA

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025
Pending
Financial
May 2025
Pending
Financial
April 2025
Pending
Financial
March 2024
Pending
Financial
January 2024
Final
Other Business Activities

Laura volunteers at the Larimer County Humane Society and works as a pet sitter/dog walker for Rover. The pet sitting/dog walking takes a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2026 - Present · 4 mos
Ameriprise Financial Services, LLC
January 2026 - Present · 4 mos
Previous Registrations
Edward Jones
December 2022 - January 2026 · 3 yrs 1 mo
Edward JonesBroker
December 2022 - January 2026 · 3 yrs 1 mo
Thrivent Investment Management INC.
May 2022 - November 2022 · 6 mos
Thrivent Investment Management INC.Broker
May 2022 - November 2022 · 6 mos
Concorde Investment Services, LLCBroker
November 2021 - April 2022 · 5 mos
Concorde Asset Management, LLC
November 2021 - April 2022 · 5 mos
Ameriprise Financial Services, LLC
November 2017 - November 2021 · 4 yrs
Ameriprise Financial Services, LLCBroker
August 2016 - November 2021 · 5 yrs 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2014 - July 2016 · 2 yrs 4 mos
LPL Financial LLCBroker
March 2014 - July 2016 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
November 2010 - March 2014 · 3 yrs 4 mos
AXA Advisors, LLCBroker
March 2010 - November 2010 · 8 mos
Securian Financial Services, INC.Broker
December 2008 - March 2010 · 1 yr 3 mos
Cri Securities, LLCBroker
December 2008 - March 2010 · 1 yr 3 mos
State Registrations2 states
CACO
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.