Lynn Marie Olson
Investment adviser representative at Ameritas Advisory Services, LLC
23 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Ameritas Advisory Services, LLCFeb 2024 to now
- Ameritas Investment Company, LLCFeb 2024 to now
- Fresco Financial Advisers, LLCJan 2024 to now
- Verso FinancialJan 2024 to now
- Friese Financial Advocates, IncApr 2024 to Nov 2025
- UnemployedDec 2023 to Jan 2024
- Principal FinancialNov 2023 to Dec 2023
- UnemployedSep 2023 to Nov 2023
- Great Valley Advisor Group, Inc.Jun 2020 to Sep 2023
- LPL Financial, LLCJun 2020 to Sep 2023
- Triad Advisors, Inc.Oct 2012 to Jun 2020
- Bernicke Wealth Management,ltd.Jun 2003 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2374139
- Firm CRD
- 317245