Erik
Olson
Arete Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Erik Olson is a financial advisor working out of Chicago, Illinois with 13 years of relevant experience. Olson currently works for Arete Wealth Advisors, LLC. During their career, Olson has held roles at Arete Wealth Management and Arete Wealth Advisors. Olson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Colorado, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Nevada, North Carolina, South Carolina, Texas, Virginia, Washington and Wisconsin. Arete Wealth Advisors, LLC is an advisory company operating out of Chicago, IL. It has offices in 26 locations and a total of 151 employees. It handles $2 billion in assets across its 5,102 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 5,102 accounts, 72% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules largely vary depending on which services are provided. However, fee types charged by Arete Wealth Advisors, LLC can be comprised of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Erik Olson Work History
Erik has been registered as a financial advisor for 13 years.*
Arete Wealth Management
Arete Wealth Advisors
*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 Erik 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 Arete Wealth Advisors, LLC
Park Ridge, IL
New York, NY
Chicago, IL
New York, NY
New York, NY
New York, NY
Nashville, TN
Colleyville, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
