Kristin
Olson
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kristin Olson is a financial advisor operating in Scottsdale, Arizona with 1 year of industry experience. Olson is an advisor for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Ameriprise Financial Services Inc, Copper Cow Kitchen, Pool And Yacht Club, Crowne Plaza, United Planners Financial Services and Hemingway Wealth Management. Olson maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Minnesota. United Planners' Financial Services Of America A Limited Partner is a company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 financial advisors. It oversees $6 billion in total assets among its 50,361 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets. United Planners' Financial Services Of America A Limited Partner offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are offered. Fee types billed by United Planners' Financial Services Of America A Limited Partner most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kristin Olson Work History
Kristin has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Hemingway Wealth Management
Ameriprise Financial Services Inc
Copper Cow Kitchen
Pool And Yacht Club
Crowne Plaza
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristin Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Ferndale, WA
Minnetonka, MN
Salisbury, NC
Sumner, IA
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
