Susan Lynn Olson

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Harbour Investments, Inc
  Madison, WI
• 06/2013 → Present
  Susan Olson Insurance & Financial Solutions
  Sun Prairie, WI

Previous Registrations

• 2010-05-20 → 2013-06-04
  Wisconsin Wealth Advisors, Llc
  Sun Prairie, WI

Other Businesses

1)Talent Insurance & Financial Solutions - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Land rental | Soldiers Grove, WI | Owner | Description: rent our land to a farmer | Beginning 2002 | 0 hours per week, 0 hours during trading hours | Paid position | Not investment related 4)Showen Excavating | 303 Main Street, Gays Mills, WI 54631 | Bookkeeper | Description: Complete monthly payroll | Beginning 8/2004 | 1 hour per month, 0 hours during trading hours | Paid position | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-11
• S63 Uniform Securities Agent State Law Examination
  1999-10-21

Other Names

• Susan Lynn Allan