Chad David Olson

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:

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

Current Employers

Employment History

• 01/2013 → 04/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2012 → Present
  Primalpal Llc
  Osseo, MN
• 02/2008 → Present
  Ajw Financial
  Edina, MN
• 02/2008 → Present
  Ajw Financial, Inc.
  Edina, MN
• 06/2020 → Present
  Divorce Financially
  Edina, MN
• 01/2015 → Present
  Simplify My Divorce
  Osseo, MN
• 08/2022 → Present
  Advisornet Wealth Partners
  Edina, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2023 → Present
  Xbrezzo, Llc
  Edina, MN

Previous Registrations

• 2014-01-08 → 2020-04-30
  Cetera Wealth Services, Llc
  Edina, MN
• 2006-10-03 → 2007-12-20
  Ameriprise Financial Services, Llc
  Lake Elmo, MN

Other Businesses

1. NAME OF OTHER BUSINESS: PRIMALPAL LLC INVESTMENT RELATED: NO ADDRESS: 11000 CATTAIL PATH OSSEO MN NATURE OF BUSINESS: MEAL PLANNING WEBSITE FOR PALEO DIET START DATE: 02/2012 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGEMENT; THIS ACTIVITY IS CURRENTLY DORMANT 2. NAME OF OTHER BUSINESS: AJW FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2008 POSITION/TITLE/RELATIONSHIP: PARTNER, FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING AND FINANCIAL PLANNING 3. NAME OF OTHER BUSINESS: AJW FINANCIAL, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DIVORCE PLANNING START DATE: 02/2008 POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC. 4. NAME OF OTHER BUSINESS: CHAD OLSON INVESTMENT RELATED: NO ADDRESS: MINNEAPOLIS, MN NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 09/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: VERY MINIMAL. I HAVE A MANAGEMENT COMPANY MANAGE ALL ASPECTS OF THE RENTAL PROPERTY. 5. NAME OF OTHER BUSINESS: DIVORCE FINANCIALLY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC. 6. NAME OF OTHER BUSINESS: SIMPLIFY MY DIVORCE INVESTMENT RELATED: NO ADDRESS: 11000 CATTAIL PATH OSSEO MN NATURE OF BUSINESS: TO PROVIDE DIVORCE EDUCATION START DATE: 01/2015 POSITION/TITLE/RELATIONSHIP: CO-OWNER / CO-FOUNDER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DIVORCE EDUCATIONAL ARTICLES AND VIDEOS; 7. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 08/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 8. NAME OF OTHER BUSINESS: XBREZZO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTOMATED TOOLS/SOFTWARE FOR DIVORCE PROFESSIONALS; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE INSIGHT ON DIVORCE PROCESS TO THE FINTECH PARTNERS FOR CREATION OF TOOLS & SOFTWARE. WORK JOINTLY ON STRATEGIC PLAN AS WELL AS MARKETING PLAN FOR THE COMPANY;

Exams

• S66 Uniform Combined State Law Examination
  2006-03-07

Designations

• Certified Financial Planner