Alan Robert Olson

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-06-29
FL	RA	APPROVED	2023-04-07

VA RA
APPROVED

Since 2023-06-29
FL RA
APPROVED

Since 2023-04-07

Branch Locations

Ocklawaha, FL • United States

Centreville, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Olsinvest Financial	Centerville	VA	06/2003	Present
Voya Financial Advisors	Centreville	VA	09/2014	06/2021
Cetera Wealth Services, Llc	El Segundo	CA	06/2021	Present
Cetera Investment Advisers Llc	Schaumburg	IL	03/2023	Present
Alan Robert Olson Llc	Ocklawaha	FL	06/2003	Present

06/2003 → Present

Olsinvest Financial

Centerville, VA
09/2014 → 06/2021

Voya Financial Advisors

Centreville, VA
06/2021 → Present

Cetera Wealth Services, Llc

El Segundo, CA
03/2023 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
06/2003 → Present

Alan Robert Olson Llc

Ocklawaha, FL

Previous Registrations

2013-02-08 → 2021-06-14

Voya Financial Advisors, Inc.

Greenville, SC

Ocklawaha, FL

Windsor, CT

Centerville, VA
2009-07-14 → 2013-02-08

Equitable Advisors, Llc

Centreville, MD

Falls Church, VA

Centreville, VA
2003-09-05 → 2009-07-24

Voya Financial Advisors, Inc.

Greenville, SC

Centreville, VA

Centreville, VA
2000-06-20 → 2003-06-23

Legg Mason Wood Walker, Incorporated

Alexandria, VA

Other Businesses

1. NAME OF ENTITY: Weekend Warrior Racing LLC; No; 15443 MARTINS HUNDRED DRIVE; CENTREVILLE; VA; 20120; automotive; owner, driver, coach, instructor; 1/1/2006; 40; 0; owner, driver, coach, instructor; 2. NAME OF ENTITY:DC REGION OF THE SPORTS CAR CLUB OF AMERICA; No; PO BOX 4334; SILVER SPRING; MD; 20914; CAR CLUB; BOARD MEMBER,DRIVER REP, CLASS ADMINISTRATOR; 10/11/2017; 2; 0; REPRESENT THE CLUB MEMBERS,ASSIST WITH EVENTS AND ADMINISTER CLASS RULES; 3. NAME OF ENTITY:OLSINVEST FINANCIAL; Yes; 15443 MARTINS HUNDRED DRIVE; CENTREVILLE; VA; 20120; FINANCIAL SERVICES/DBA; OWNER/FINANCIAL ADVISOR; 6/1/2003; 160; 160; SECURITIES & INVESTMENT PRODUCTS|NAME OF ENTITY: Independent Insurance Agent; Yes; 5100 SE 180 TERRACE; OCKLAWAHA; FL; 32179; Fixed Insurance Sales; Independent Insurance Agent; 10/24/2018; 10; 5; Sales of Fixed Insurance product; 4. NAME OF OTHER BUSINESS: ALAN ROBERT OLSON LLC, INVESTMENT RELATED: NO, ADDRESS: 18061 SE 52ND ST, OCKLAWAHA, FL 32179, NATURE OF BUSINESS: SHELL LLC, START DATE:06/2003, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: PERSONAL TAX SHELTER;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-30
S63	Uniform Securities Agent State Law Examination	1988-06-01

S65 Uniform Investment Adviser Law Examination

1999-12-30
S63 Uniform Securities Agent State Law Examination

1988-06-01

Other Names

Alan Olson

View on SEC IAPD