Benton H Olson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2014 → 06/2020
  Principal Life Insurance Company
  Minnetonka, MN
• 02/2014 → 06/2020
  Princor Financial Services Corporation
  Minnetonka, MN
• 06/2020 → Present
  Morgan Stanley
  Bloomington, MN
• 01/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-06-16 → 2020-06-12
  Principal Securities, Inc.
  Minnetonka, MN
  Minnetonka, MN

Other Businesses

* 423481 - Flagship Insurance services; Investment related No; Shakopee, MN; Insurance; Dec 2020; During business hours: 0; After business hours: 0; As an independent agent prior to joining MS, I referred Flagship Insurance to help set up a health insurance plan for a brewery. *500793 : Principal; Investment related : No; Des Moines; Iowa; Insurance; Employee(proprietor, partner, officer, director, employee, trustee, agent);05/2022; During business hours: 0; After business hours: 0; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2014-05-30

Other Names

• Benton Olson