Shannon Olson (CRD# 6814117) is an Investment Advisor Representative working at Spc in Saint Francis, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 5380367
Gradient Advisors, LLC
CRD# 7008035
Gradient Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkland Securities LLC | St. Francis, MN | Feb 2024 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Jan 2018 - Feb 2024 | 6 |
| Thrivent Investment Management Inc. | New Brighton, MN | Jul 2017 - Feb 2024 | 6 |
| Thrivent Financial | Appleton, WI | Oct 2017 - Jan 2018 | < 1 |
| Remax Results | Blaine, MN | Dec 2015 - Nov 2017 | 1 |
| Minnesota Home Venture | Andover, MN | Jan 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- MN
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Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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