Aaron Bruce Olson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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 fee
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
11 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- Goldcrescent Wealth ManagementJan 2026 to now
- Cetera Advisors LLCDec 2024 to Sep 2026
- Cetera Investment Advisers LLCDec 2024 to Sep 2026
- Guardian Life Insurance CompnayJun 2020 to Dec 2024
- Park Avenue SecuritiesJun 2020 to Dec 2024
- UnemployedMar 2020 to Jun 2020
- Edward JonesDec 2019 to Mar 2020
- Northwestern Mutual Wealth Management CompanyMar 2018 to Nov 2019
- Mark WiseFeb 2018 to Nov 2019
- Northwestern Mutual Investment Services LLCFeb 2018 to Nov 2019
- UnemployedNov 2017 to Feb 2018
- Sole ProprietorMay 2017 to Nov 2017
- UnemployedJan 2017 to May 2017
- Bank of America Merrill LynchNov 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5812327
- Firm CRD
- 23131