AO
CFP
AO
CFP

Aaron Bruce Olson

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

1027 E. Main Street, Plainfield, IN, 46168

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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

Aaron works as a financial advisor for Kinnamon Financial, dedicating full-time hours to wealth management and client acquisition. He also works as an insurance agent selling fixed insurance products with various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Advisors LLCBroker
December 2024 - Present · 1 yr 2 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Park Avenue Securities LLC
August 2020 - December 2024 · 4 yrs 4 mos
Park Avenue Securities LLCBroker
August 2020 - December 2024 · 4 yrs 4 mos
Edward Jones
December 2019 - March 2020 · 3 mos
Edward JonesBroker
December 2019 - March 2020 · 3 mos
Northwestern Mutual Investment Services,llc
February 2018 - November 2019 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
February 2018 - November 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - January 2017 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - January 2017 · 1 yr
State Registrations6 states
ILINKYMOSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Bruce Olson - Financial Advisor | TrueAdvisor