Yvonne Joyce Moe Olson

Employer firm

Icon Financial CRD 287830

$38.2M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Educational seminars

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

Current Employers

Icon Financial

16180 Hastings Ave Se #203, Prior Lake, MN 55372 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APP_PEND_IARCE	2026-01-01

MN RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

16180 Hastings Ave Se #203, Prior Lake, MN 55372 • 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

Organization	City	State	From	To
Icon Financial	Bloomington	MN	01/2018	Present
Icon Financial	Burnsville	MN	07/2017	12/2017
Homemaker	Farmington	MN	05/2016	07/2017
Monat Global Corp	Rosemount	MN	08/2017	Present

01/2018 → Present

Icon Financial

Bloomington, MN
07/2017 → 12/2017

Icon Financial

Burnsville, MN
05/2016 → 07/2017

Homemaker

Farmington, MN
08/2017 → Present

Monat Global Corp

Rosemount, MN

Other Businesses

Monat Global Corp.; Investment Related: No; 14119 Abercorn Ave, Rosemount, MN 55068; Hair care products; Independent Market Partner; 08/2017;Aprox 10 hours a month none during business hours; Selling hair products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-07

S65 Uniform Investment Adviser Law Examination

2017-12-07

Other Names

Yvonne Joyce Moe

View on SEC IAPD