BO
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Benton Olson

11 Years of Experience
Bloomington, MN
BrokerSells Insurance

Benton Olson is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8300 Norman Center Drive, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Benton refers clients to Flagship Insurance Services to set up health insurance plans, stemming from work done prior to joining MS. He is also an employee of Principal in Iowa, related to insurance, but it is unclear what his role is.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
June 2020 - Present · 6 yrs 3 mos
Previous Registrations
Principal Securities, INC.
June 2014 - June 2020 · 6 yrs
Principal Securities, INC.Broker
May 2014 - June 2020 · 6 yrs 1 mo
State Registrations38 states
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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.
Benton Olson - Financial Advisor | TrueAdvisor