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Linda Olson

11 Years of Experience
Naples, FL
1 DisclosureBroker

Linda Olson is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History (1)
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.
Customer Dispute
April 2020
Settled
Other Business Activities

Linda has a 25% ownership in Snow Castle Properties LLC and rental property in Eden Prairie, MN, since October 2024. She also has 25% ownership in another rental property in Eden Prairie, MN, and 100% ownership in farmland rental in Walnut Grove, MN, both since January 2025, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
December 2016 - January 2025 · 8 yrs 1 mo
Edward JonesBroker
December 2016 - January 2025 · 8 yrs 1 mo
Wells Fargo Advisors, LLC
September 2016 - November 2016 · 2 mos
Wells Fargo Advisors, LLCBroker
September 2016 - November 2016 · 2 mos
Thrivent Investment Management INC.
November 2013 - November 2015 · 2 yrs
Thrivent Investment Management INC.Broker
August 2013 - November 2015 · 2 yrs 3 mos
State Registrations9 states
AZCACOFLMNNYTXWAWI
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.
Linda Olson - Financial Advisor | TrueAdvisor