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Sara Danae Olsen

LPl Financial LLC

Tomahawk, WI

Tomahawk, WI

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-09
WI RA APPROVED 2022-03-31
  • TX RA
    APPROVED_RES
    Since 2025-04-09
  • WI RA
    APPROVED
    Since 2022-03-31

Branch Locations

1411 N. 4Th Street, Ste. 103, Tomahawk, WI 54487 • United States

1411 N. 4Th Street, Suite 103, Tomahawk, WI 54487 • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Mainstreet Investment Group Llc Tomahawk WI 08/2014 Present
Commonwealth Financial Network Waltham MA 01/2017 03/2022
Lpl Financial Llc Tomahawk WI 03/2022 Present
Previous Registrations
Other Businesses

1)3/2022- WEAL TH STRATEGY GROUP LLC- DBA for LPL Business (entity for LPL business)- inv. related- Tomahawk, WI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-25
  • S66 Uniform Combined State Law Examination
    2015-09-25
Other Names
  • Sara Adams

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC · Minocqua, WI
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