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Colleen Olson

Cetera Investment Advisers LLC

St Paul, MN

Afton, MN

CRD 7026753

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-24
MN RA APPROVED 2024-02-07
  • TX RA
    APPROVED_RES
    Since 2026-03-24
  • MN RA
    APPROVED
    Since 2024-02-07

Branch Locations

400 Robert Street North Suite 800, St Paul, MN 55101 • United States

Afton, MN • 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
Securian Financial Services Inc St. Paul MN 09/2018 10/2018
Securian Financial Services Inc St. Paul MN 10/2018 08/2023
Minnesota Life Insurance Compnay St. Paul MN 11/2015 08/2023
Cetera Wealth Services, Llc El Segundo CA 08/2023 Present
Cetera Investment Advisers Afton MN 01/2024 Present
  • 09/2018 → 10/2018
    Securian Financial Services Inc
    St. Paul, MN
  • 10/2018 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 11/2015 → 08/2023
    Minnesota Life Insurance Compnay
    St. Paul, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2024 → Present
    Cetera Investment Advisers
    Afton, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-06
  • S66 Uniform Combined State Law Examination
    2024-02-06
Other Names
  • Colleen Mary O'ROurke
  • Colleen Mary Olson

View on SEC IAPD

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