Ann Treml-Olson

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2015 → 10/2020
  Work Optional, Inc.
  Plymouth, MN
• 10/2020 → Present
  Rw Baird
  Edina, MN

Previous Registrations

• 2015-11-21 → 2020-11-02
  Work Optional, Inc.
  Plymouth, MN
• 2013-06-19 → 2015-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 2011-01-13 → 2013-05-16
  Raymond James Financial Services Advisors, Inc
  Eden Prairie, MN
• 2008-02-08 → 2010-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
  Wayzata, MN

Other Businesses

(1) MY HUSBAND AND I HAVE AN LLC THAT OWNS AN OFFICE CONDO THAT IS RENTAL PROPERTY. STARTED IN 2009?, I DO NOTHING FOR THIS LLC. (2) MY HUSBAND IS SELF-EMPLOYED. I WILL RANDOMLY HELP HIM AT HIS OFFICE. STARTED IN 1997, APPROX 1 HR/MO, I WORK THE PAST DUE LIST. NONE OF MY ACTIVITIES ARE DONE DURING SECURITIES TRADING HOURS. (3) JPO HOLDINGS, 18840 32ND. AVE. N, PLYMOUTH, MINNESOTA 55447 - INVESTMENT RLT'D - NO, COMPENSATION FOR ACTIVITY - YES, HRS DEVOTED TO ACTIVITY - 0, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 04/02/07, POSITION - FAMILY HELD; THIS IS A LLC WHICH MY HUSBAND AND I OWN. WE OWN A PIECE OF COMMERCIAL REAL ESTAE IN MAPLE GROVE MN. IT IS AN OFFICE CONDO. IT IS CURRENTLY BEING USED AS RENTAL PROPERTY. I*63982 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TIECO SERVICE INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLYMOUTH MN 55447 NATURE OF BUSINESS: S-CORP COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 7/1/1997 NUMBER OF HOURS DEVOTED: 12 ANNUALLY HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY HUSBAND'S COMPANY. IT IS A SUB-S CORP. I GO IN OCCASIONALY AND SEND OUT PAST DUE NOTICES TO HIS CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-16
• S66 Uniform Combined State Law Examination
  2008-02-06

Designations

• Certified Financial Planner

Other Names

• Ann Elizabeth Treml
• Ann Elizabeth Tremlolson
• Annie Elizabeth Treml-Olson
• Ann Treml-Olson
• Ann Elizabeth Treml
• Ann Elizabeth Treml-Olson