Best Investors Account Sign in

Susan Marie Olson

U.S. Bancorp Advisors, LLC

Milwaukee, WI

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-13
WI RA APPROVED 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13
  • WI RA
    APPROVED
    Since 2026-02-13

Branch Locations

777 E Wisconsin Ave, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aig Financial Advisors, Inc. Milwaukee WI 10/2005 05/2017
M&I Financial Advisors Brookfield WI 04/2009 05/2017
Bmo Harris Financial Advisors, Inc. Chicago IL 08/2012 05/2017
U.S. Bank Milwaukee WI 05/2017 02/2026
U.S. Bancorp Investments, Inc. Milwaukee WI 05/2017 02/2026
U.S. Bancorp Advisors, Llc Milwaukee WI 02/2026 Present
  • 10/2005 → 05/2017
    Aig Financial Advisors, Inc.
    Milwaukee, WI
  • 04/2009 → 05/2017
    M&I Financial Advisors
    Brookfield, WI
  • 08/2012 → 05/2017
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 05/2017 → 02/2026
    U.S. Bank
    Milwaukee, WI
  • 05/2017 → 02/2026
    U.S. Bancorp Investments, Inc.
    Milwaukee, WI
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-14
S63 Uniform Securities Agent State Law Examination 2015-06-04
  • S66 Uniform Combined State Law Examination
    2020-12-14
  • S63 Uniform Securities Agent State Law Examination
    2015-06-04
Other Names
  • Susan Hedin
  • Susan Olson

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor