Tara Olson is a registered investment advisor, based in Traverse City, MI, with 7 years of industry experience.
Location
415 Munson Avenue, Ste 201, Traverse City, MI, 49686
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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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Tara works as a paraplanner for DGN Wealth Advisors, LLC, providing support to firm advisors and service to clients. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
July 2019 - October 2019 · 3 mos
1st Global Capital CORP.Broker
September 2018 - October 2019 · 1 yr 1 mo
State Registrations2 states
MITX
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.