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Stephen Olsen

Cetera Investment Advisers LLC

Schaumburg, IL

El Segundo, CA

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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-05
  • MA RA
    APPROVED
    Since 2025-09-05

Branch Locations

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

2301 Rosecrans Ave #5100, El Segundo, CA 90245 • 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
Putnam Retail Management Boston MA 04/2012 05/2023
Ameriprise Financial Services, Llc Salem NH 08/2023 11/2024
Unemployed Dracut MA 05/2023 08/2023
Avantax Investment Services, Inc. Dracut MA 11/2024 09/2025
Avantax Advisory Services Dracut MA 11/2024 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 04/2012 → 05/2023
    Putnam Retail Management
    Boston, MA
  • 08/2023 → 11/2024
    Ameriprise Financial Services, Llc
    Salem, NH
  • 05/2023 → 08/2023
    Unemployed
    Dracut, MA
  • 11/2024 → 09/2025
    Avantax Investment Services, Inc.
    Dracut, MA
  • 11/2024 → 09/2025
    Avantax Advisory Services
    Dracut, MA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2025-02-14 → 2025-09-05
    Avantax Advisory Services
    Dracut, MA
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2012-06-01
  • S66 Uniform Combined State Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2012-06-01
Other Names
  • Stephen Anthony Olsen
  • Steve Anthony Olsen
  • Stephen Anthony Olsen

View on SEC IAPD

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