Aaron Bruce Olson

Current Employers

Employment History

• 11/2015 → 01/2017
  Bank Of America Merrill Lynch
  Seattle, WA
• 11/2017 → 02/2018
  Unemployed
  Spokane, WA
• 01/2017 → 05/2017
  Unemployed
  Spokane, WA
• 05/2017 → 11/2017
  Sole Proprietor
  Spokane, WA
• 02/2018 → 11/2019
  Mark Wise
  Indianapolis, IN
• 02/2018 → 11/2019
  Northwestern Mutual Investment Services Llc
  Indianapolis, IN
• 03/2018 → 11/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2019 → 03/2020
  Edward Jones
  St.LOuis, MO
• 03/2020 → 06/2020
  Unemployed
  Indianapolis, IN
• 06/2020 → 12/2024
  Guardian Life Insurance Compnay
  Indianapolis, IN
• 06/2020 → 12/2024
  Park Avenue Securities
  Indianapolis, IN
• 12/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Goldcrescent Wealth Management
  Plainfield, IN

Previous Registrations

• 2020-08-24 → 2024-12-19
  Park Avenue Securities Llc
  Indianapolis, IN
• 2019-12-09 → 2020-03-06
  Edward Jones
  Carmel, IN
• 2018-02-08 → 2019-11-26
  Northwestern Mutual Investment Services, Llc
  Indianapolis, IN
• 2016-02-23 → 2017-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Spokane, WA

Other Businesses

1. NAME OF OTHER BUSINESS: KINNAMON FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT AND CLIENT ACQUISITION 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: GOLDCRESCENT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2016-02-19

Designations

Other Names

• Aaron Bruce Olson
• Aaron Olson