Benton
Olson

Morgan Stanley

CRD#6303468
Investment Advisor
in Minneapolis, MN

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About this Advisor

Benton Olson is a financial advisor who works out of Minneapolis, Minnesota, with 3 years of industry experience. Olson works at Morgan Stanley. During their career, Olson has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Intercomp Co, Morgan Stanley and Morgan Stanley Private Bank, N.A. Olson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Morgan Stanley is a registered investment company operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in total assets among its 2,233,188 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. Morgan Stanley provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on the financial services offered. Fees billed by Morgan Stanley likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

8300 Norman Center Drive
Minneapolis, MN 55437

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

MN Average: $7,464,549,021
Total Number of Employees

28,000

MN Average: 88
Total Number of Accounts

2,233,188

MN Average: 3,892
Average Account Size

$530,659

MN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Benton Olson Work History

Benton has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 years)

Morgan Stanley

2014 - 2020 (6 years)

Principal Life Insurance Company

2014 - 2020 (6 years)

Princor Financial Services Corporation

2012 - 2014 (2 years)

Intercomp Co

*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 Benton 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 Morgan Stanley

Seth Hart
New York, NY
Matthew Cooper
New Haven, CT
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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