Aaron Olson
Aaron Olson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plainfield, IN, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1027 E. Main Street, Plainfield, IN, 46168
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Regulatory History
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.
Learn about disclosures →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
Cetera Investment Advisers LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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