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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsen Thielen & Co. , Ltd | St. Paul | MN | 10/1989 | Present |
I AM AN EQUITY SHAREHOLDER WITH OLSEN THIELEN AND CO. LTD. OLSEN THIELEN IS A FULL SERVICE CERTIFIED PUBLIC ACCOUNTING FIRM. I AM A VICE PRESIDENT AND ALSO THE FIRM'S TREASURER. THE BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS IS 2675 LONG LAKE ROAD, ST. PAUL, MN 55113. I BEGAN WORKING AT OLSEN THIELEN IN OCTOBER 1989. I WORK APPROXIMATELY 220 HOURS A MONTH. I DEVOTE LESS THAN 30 HOURS A YEAR TOWARD SECURITIES RELATED DUTIES. MOSTLY EDUCATION AND DISCUSSION WITH POTENTIAL REFERRALS. MOST OF THE TIME I WORK WITH MY AUDIT AND TAX CLIENTS ON A VARIETY OF ENGAGEMENTS INCLUDING COMPLIANCE WORK, TAX PLANNING SERVICES, CONSULTING ENGAGEMENTS AND GENERAL BUSINESS ADVICE. ALL OR MOST OF MY WORK HOURS ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-25 |
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