Adam Olson
Adam Olson is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Norfolk, NE, with 15 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
2006 Market Lane, Norfolk, NE, 68701
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2026Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Adam is a partner in Reiser Insurance Group, a property and casualty agency, dedicating about half of his time to it. He is also an insurance agent selling health, life, annuity, dental, and vision insurance, and is involved in various other activities including board memberships, writing, speaking, farming, and real estate.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations22 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
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