Bradley Owen Olson

Current Employers

Employment History

• 08/2009 → 10/2022
  Oak Tree Financial Services
  Waukesha, WI
• 06/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 06/2013 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 10/2022
  Woodbury Financial Services, Inc.
  Brookfield, WI
• 10/2022 → Present
  Ameriprise Financial Services, Llc
  Brookfield, WI

Previous Registrations

• 2019-03-01 → 2022-10-12
  Woodbury Financial Services, Inc.
  Brookfield, WI
• 2013-06-28 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Waukesha, WI
  Brookfield, WI
• 2009-08-27 → 2013-07-03
  Walnut Street Securities, Inc.
  Green Lake, WI
  Waukesha, WI
• 2002-06-26 → 2002-06-26
  U.S. Bancorp Investments, Inc.
  West Allis, WI

Other Businesses

Business Ownership; Oak Tree Financial Services LLC; President of LLC run the DBA .Run P and L though Oak Tree; The LLC provides Limited Liability for the investment, insurance and financial planning we do. As it is the entity filed with state.; 13555 Bishops Woods, Suite 255, , Brookfield, WI, 53005; Investment-Related; 08/17/2009; 60 hours per month; 60 during trading hours. Board of Directors; Salvation Army of Waukesha; Advisory Board Member; 445 Madison Street, , Waukesha, WI, 53188; Not Investment-Related; 07/09/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Waukesha County Museum Board of Directors.; Board Member; 101 West Main Street, , Waukesha, WI, 53186; Not Investment-Related; 01/22/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Oak Tree Financial Services, LLC; President - The LLC is set up to process the Ameriprise business and processes OBA insurance activity; ; 13555 Bishops Woods, Suite 255, , Brookfield, WI, 53005; Investment-Related; 08/17/2009; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-07
• S63 Uniform Securities Agent State Law Examination
  1988-08-19

Designations

Other Names

• Bradley O Olson
• Bradley Olson
• Brad Owen Olson
• Brad O Olson
• Brad Olson