Mark Douglas Olson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 04/1999 → 09/2017
  Ameritrade, Inc.
  Bellevue, NE
• 04/2006 → 09/2017
  Td Waterhouse Investor Services, Inc.
  Bellevue, NE
• 09/2017 → 05/2018
  Cwm, Llc Dba Carson Group Partners
  Omaha, NE
• 09/2017 → 05/2018
  Cetera Advisor Networks
  Omaha, MN
• 05/2018 → 01/2022
  Td Ameritrade
  Omaha, NE
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE

Previous Registrations

• 2018-05-31 → 2022-01-19
  Td Ameritrade, Inc.
  Omaha, NE
  Westlake, TX
  Omaha, NE
• 2017-11-22 → 2018-05-30
  Cwm, Llc
  Omaha, NE
• 2011-01-07 → 2017-09-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Omaha, NE
• 2005-02-17 → 2010-12-31
  Td Ameritrade Investment Management, Llc
  Bellevue, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-15
• S63 Uniform Securities Agent State Law Examination
  2002-04-12

Other Names

• Mark Douglas Olson
• Mark D Olson