Noelle Elizabeth 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

• 09/2017 → 01/2019
  Dunkin' Donuts
  Mankato, MN
• 03/2019 → 04/2020
  Crown College
  St. Bonifacius, MN
• 05/2019 → 03/2020
  Aramark Facilities Management Services At Crown College
  St. Bonifacius, MN
• 08/2019 → 03/2020
  Sodexo At Crown College
  St. Bonifacius, MN
• 08/2018 → 05/2020
  Crown College
  St. Bonifacius, MN
• 05/2020 → 12/2021
  Minnesota State University, Mankato
  Mankato, MN
• 06/2020 → 12/2021
  First National Bank Minnesota
  St. Peter, MN
• 05/2021 → 08/2021
  First National Bank Minnesota
  St. Peter, MN
• 07/2021 → 09/2021
  First National Bank Minnesota
  Mankato, MN
• 01/2022 → 10/2022
  Fidelity Investments
  Durham, NC
• 08/2014 → 05/2018
  Minnesota Valley Lutheran High School
  New Ulm, MN
• 06/2025 → Present
  Morgan Stanley
  Raleigh, NC
• 10/2022 → 04/2023
  Fidelity Investments
  Durham, NC
• 04/2023 → 12/2023
  Fidelity Investments
  Durham, NC
• 12/2023 → 05/2025
  Fidelity Investments
  Durham, NC

Previous Registrations

• 2025-03-31 → 2025-05-23
  Strategic Advisers Llc
  Raleigh, NC
  Durham, NC
  Boston, MA
• 2023-03-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-02-21
• S63 Uniform Securities Agent State Law Examination
  2022-05-11