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Michael Douglas Olesen

LPl Financial LLC

Geneva, 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 2022-06-28
  • IL RA
    APPROVED
    Since 2022-06-28

Branch Locations

117 North Third St, Geneva, IL 60134 • 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
Lpl Financial Llc Geneva IL 07/2012 Present
Advantage Investment Mgnt Llc Cedar Rapids IA 07/2017 06/2022
Private Advisor Group, Llc Morristown NJ 09/2019 06/2022
Previous Registrations
  • 2019-09-27 → 2022-10-17
    Geneva, IL
    Morristown, NJ
  • 2017-07-14 → 2019-12-31
    Advantage Investment Management, Llc
    Geneva, IL
Other Businesses

1. 06/24/2012 - Real Estate Rental - INV REL - owner - 1% TIME SPENT 2. 06/24/2012: GENEVA INVESTMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - IVN REL - AT REPORTED BUSINESS LOCATION(S) - 50% OF TIME SPENT 3. 06/24/2012: RESTAURANT MANAGEMENT SERVICES - OWNER - 50% OF TIME SPENT 4. 06/24/2012 - Teaching - NOT INV REL - Other - Teaching - 1% TIME SPENT 5. 06/24/2012 - I Do Enterprises Inc - INV REL - Business Owner - 50% TIME SPENT - owner 6. 06/24/2012 - Stockholm's Vardshus Inc - NOT INV REL - Business Owner - 50% TIME SPENT - owner 7. 07/12/2017- Advantage Investment Management, LLC-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-IAR- start 07/17/2017- Hours per month 10/ Hours during trading 10-I provide investment advisory services through Advantage Investment Management, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-19
S63 Uniform Securities Agent State Law Examination 1987-07-10
  • S66 Uniform Combined State Law Examination
    2015-08-19
  • S63 Uniform Securities Agent State Law Examination
    1987-07-10

View on SEC IAPD

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