Shannon Dawn Olson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 11/2017
  Remax Results
  Blaine, MN
• 07/2017 → 02/2024
  Thrivent Investment Management Inc
  New Brighton, MN
• 10/2017 → 01/2018
  Thrivent Financial
  Appleton, WI
• 01/2018 → 02/2024
  Thrivent Financial
  Appleton, WI
• 02/2024 → 01/2025
  Parkland Securities Llc
  St. Francis, MN
• 01/2025 → Present
  Osaic Wealth Inc
  Saint Francis, MN

Previous Registrations

• 2024-02-29 → 2025-01-03
  Spc
  St. Francis, MN
• 2017-10-26 → 2024-03-01
  Thrivent Investment Management Inc.
  Golden Valley, MN
  Ham Lake, MN
  New Brighton, MN
  New Brighton, MN
  Blaine, MN

Other Businesses

1. NORTH METRO MONEY MANAGEMENT POSITION: Operations Manager/Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 26 START DATE: 02/29/2024 ADDRESS: 23624 St Francis Blvd Suite 8, St Francis MN 55070, United States DESCRIPTION: Meeting with Clients, Preparing applications, client distributions/contributions, reporting, streamlining processes and transfers/rollovers

Exams

• S66 Uniform Combined State Law Examination
  2017-10-25

Other Names

• Shannon Dawn Olso
• Shannon Dawn Erickson