Alice Margaret Olsen

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Denver, CO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Denver, CO

Previous Registrations

• 2000-06-02 → 2013-06-04
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

Business Ownership; Olsen Group; Owner; Manage Ameriprise Business; 10132 Inverness Main St, , Englewood, CO, 80112; Investment-Related; 06/30/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Rosie's Ranch Board; none; 10556 E Parker Rd, , Parker, CO, 80138; Not Investment-Related; 06/14/2013; 1 to 9 hours per month; 0 during trading hours / Vallagio at Inverness; Board member; 23 Inverness Way East Ste 200, , Englewood, CO, 80112; Not Investment-Related; 02/25/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-07-12

Other Names

• Alice Margaret Norlin
• Alice Margaret Olsen
• Alice Margaret Olsen-Norlin