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David Matthew Olson

LPl Financial LLC

Naperville, IL

Aurora, IL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-03-24
  • IL RA
    APPROVED
    Since 2021-03-24

Branch Locations

1284 Rickert Road, Naperville, IL 60540 • United States

Aurora, IL • 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
Bmo Harris Bank Rockford/Naperville IL 09/2014 07/2017
Bmo Harris Financial Advisors, Inc. Naperville IL 07/2017 Present
Lpl Financial Llc Naperville IL 03/2021 Present
  • 09/2014 → 07/2017
    Bmo Harris Bank
    Rockford/Naperville, IL
  • 07/2017 → Present
    Bmo Harris Financial Advisors, Inc.
    Naperville, IL
  • 03/2021 → Present
    Lpl Financial Llc
    Naperville, IL
Previous Registrations
  • 2017-10-31 → 2021-03-24
    Bmo Harris Financial Advisors, Inc.
    Naperville, IL
    Plainfield, IL
    Naperville, IL
Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - NAPERVILLE, IL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-31
  • S66 Uniform Combined State Law Examination
    2017-10-31

View on SEC IAPD

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Other Investors

DARREL A SWIENTON
JOE MORNHINWEG ESTES
Nichol Stimac
JOHN E ABRAMS
PAUL BURDETTE REIDER
THOMAS JOSEPH PUCCINELLI
BILL LEVI ANDRAE
VICTORIA VANDELEUR

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
SIKICH FINANCIAL · Naperville, IL

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