David Alvin Olson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Bloomington, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Real Estate Ownership; Single Family; 5525 42nd Ave SMinneapolis, MN 55417, ,; ; / Single Family; 5515 38th Ave SMinneapolis, MN 55417, ,; ; / Single Family; 630 5th Ave NESt. Cloud, MN 56303, ,; ; / Single Family; 240 26th Ave NSt. Cloud, MN 56303, ,; ; / Single Family; 425 7th Ave NSt. Cloud, MN 56301, ,; ; . Business Ownership; Team Four; Managing Partner; Entity for Operating Expenses; 7650 Edinborough Way Ste 225Edina, MN 55435, ,; Not Investment-Related; 11/12/2018; 1 to 9 hours per month; 0 during trading hours / Team THT LLC; Co-owner; Multi-Member LLC to manage expenses for Tom Luxem, Matt Greer, and David Olson.; 7650 Edinborough Way Suite 225, , Edina, MN, 55435; Not Investment-Related; 09/05/2023; 1 to 9 hours per month; 0 during trading hours / Olson Management Co. LLC; Owner; Real Estate Holding Co. All of my properties are held in separate LLC's with a mangerial agreement with Olson Management Co LLC. Allowing the use of one checkbook for all properties I own, excpet for RnD LLC.; 22 Maycomb Lane, , St. Paul, ME, 55127; Investment-Related; 01/01/2005; 1 to 9 hours per month; 0 during trading hours / 240 26th Ave N LLC; Owner; Rental property; 22 Maycomb Lane, , St. Paul, MN, 55127; Investment-Related; 10/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / 5515 38th Ave S LLC; Owner; Rental property; 22 Maycomb Lane, , St. Paul, MN, 55127; Investment-Related; 10/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / 5525 42nd Ave S LLC; Owner; Rental Property; 22 Maycomb Lane, , St. Paul, MN, 55127; Investment-Related; 10/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / 425 7th Ave N LLC; Owner; Rental property; 22 Maycomb Lane, , St. Paul, MN, 55127; Investment-Related; 10/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / 630 5th Ave NE LLC; Owner; Rental Property; 22 Maycomb Lane, , St. Paul, MN, 55127; Investment-Related; 10/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / Pinnacle Tax Solutions; Part owner; Tax Preparation; 7650 Edinborough Way #225, , Edina, MN, 55435; Not Investment-Related; 05/18/2018; 1 to 9 hours per month; 40 to 59 during trading hours / SPWG LLC; Partner; Manage Ameriprise Business; 7650 Edinborough Way #225, Suite 225, Edina, MN, 55435; Investment-Related; 02/16/2015; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-29

Designations

• Chartered Financial Consultant