Lynn Marie Olson

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 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

• 06/2003 → 09/2023
  Bernicke Wealth Management,Ltd.
  Altoona, WI
• 10/2012 → 06/2020
  Triad Advisors, Inc.
  Norcross, GA
• 06/2020 → 09/2023
  Lpl Financial, Llc
  Altoona, WI
• 06/2020 → 09/2023
  Great Valley Advisor Group, Inc.
  Altoona, WI
• 02/2024 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2024 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2024 → Present
  Verso Financial
  Stone Lake, WI
• 09/2023 → 11/2023
  Unemployed
  Stone Lake, WI
• 11/2023 → 12/2023
  Principal Financial
  Stone Lake, WI
• 12/2023 → 01/2024
  Unemployed
  Stone Lake, WI
• 04/2024 → 11/2025
  Friese Financial Advocates, Inc
  Libertyville, IL
• 01/2024 → Present
  Fresco Financial Advisers, Llc
  Indianapolis, IN

Previous Registrations

• 2020-06-22 → 2023-09-14
  Great Valley Advisor Group, Llc
  Berwyn, PA
  Altoona, WI

Other Businesses

VERSO FINANCIAL; INV REL; SAME AS BRANCH; INSURANCE SERVICES; ADMIN; START DATE=01/2024; HRS/MO=160; TRADING HRS/MO=6; OPERATIONS, COMPLETING CLIENT PAPERWORK, TRADING & CASHIERING AS NEEDED, SUPPORT ADVISORS * FRESCO FINANCIAL ADVISERS, LLC; INV REL; 3815 RIVER CROSSING PKWY, STE 180, INDIANAPOLIS, IN 46240; FINANCIAL SERVICES; EMPLOYEE; START DATE=01/2024; HRS/MO=100; TRADING HRS/MO=25; ADMINISTRATIVE TASKS, OPENING ACCOUNTS, CLIENT SERVICE

Exams

• S66 Uniform Combined State Law Examination
  2017-06-15
• S63 Uniform Securities Agent State Law Examination
  2007-08-21

Other Names

• Lynn Marie Thurston
• Lynn Marie Thurston