Erik Olson

Current Employers

Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2019-10-18

MN RA
APPROVED

Since 2019-10-18

Branch Locations

2640 Eagan Woods Drive 2Nd Floor, Eagan, MN 55121 • United States

858 Camp Street, New Orleans, LA 70130 • 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

Organization	City	State	From	To
Barber Financial Group	Edina	MN	07/2016	04/2017
Bane O'LEary Llc	Edina	MN	04/2017	10/2019
Newedge Advisors, Llc	New Orleans	LA	10/2019	Present

07/2016 → 04/2017

Barber Financial Group

Edina, MN
04/2017 → 10/2019

Bane O'LEary Llc

Edina, MN
10/2019 → Present

Newedge Advisors, Llc

New Orleans, LA

Previous Registrations

2017-04-27 → 2019-10-21

Bane O'LEary Llc

Bloomington, MN

Edina, MN
2016-07-22 → 2017-04-28

Barber Financial Group

Edina, MN

Lenexa, KS
2016-07-18 → 2016-08-26

National Planning Corporation

Minneapolis, MN
2013-08-27 → 2016-07-11

Cuna Brokerage Services, Inc.

Apple Valley, MN

St Paul, MN

Edina, MN

Other Businesses

Erik Olson, Sole Proprietor; Start: 08/2016; Insurance Agent; Insurance sales and service; Investment related; 10 hours per month; 5 during securities trading. NewEdge Advisors, LLC - DBA Lake Point Advisors; Investment related; At Reported Business Location; Start date 10/2019; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-08-27
S63	Uniform Securities Agent State Law Examination	2008-06-23

S65 Uniform Investment Adviser Law Examination

2013-08-27
S63 Uniform Securities Agent State Law Examination

2008-06-23

Other Names

Erik David Olson

View on SEC IAPD