Derek Scott Olson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/1996 → 02/2020
  Rbc Wealth Management
  Duluth, MN
• 03/2020 → 07/2021
  Redhawk Wealth Advisors
  Minneapolis, MN
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Hermantown, MN
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Hermantown, MN

Previous Registrations

• 2020-03-02 → 2021-07-15
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
  Hermantown, MN
• 2017-03-09 → 2020-03-24
  Rbc Capital Markets, Llc
  Duluth, MN
  Duluth, MN

Other Businesses

(1)Name of Business: Panichi Olson Wealth Advisors LLC Address: 4135 Richard Ave Ste 202, Hermantown, MN, 55811, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Business owner/financial advisor duties

Exams

• S66 Uniform Combined State Law Examination
  2017-03-09
• S63 Uniform Securities Agent State Law Examination
  1996-04-02

Other Names

• Derek Scott Olson