Aaron Olson is a CFP-designated registered investment advisor, based in Fishers, IN, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
14074 Trade Center Dr Suite 225, Fishers, IN, 46038
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron works as a financial advisor for Kinnamon Financial, dedicating full-time hours to wealth management and client acquisition. He also works as an insurance agent selling fixed insurance products with various companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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
- Julian Strickland, CFPGenesis Advisors, LLC
- Mark Wittleder, CFPCorient
- Stephanie Jordan, ChFCState Farm Investment Management CORP.
- Nicholas Catlin, CFPCbg & Company, INC.
- Paul Coan, CFP, ChFCRaton Wealth
- Samantha Bush, CFPLPL Financial LLC