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Elisabeth Anne Olson

Investment Adviser Representative at ON INVESTMENT MANAGEMENT CO

Fort Collins, COCRD #6577798Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
19 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elisabeth Anne Olson has worked in the securities industry since 2016. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in 19 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 19 states
ArizonaCaliforniaColoradoFloridaIndianaIowaLouisianaMichiganMinnesotaMontanaNew MexicoNorth CarolinaOregonTexasUtahVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/25/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/4/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ON Investment Management Co Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ON INVESTMENT MANAGEMENT COCurrent
1/22/2019Fort Collins, CO
WADDELL & REED
9/8/20161/25/2019Ft. Collins, CO
ON INVESTMENT MANAGEMENT CO
8/3/20169/1/2016Fort Collins, CO
REA CAPITAL MANAGEMENT, LLC
5/25/20168/30/2016Fort Collins, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elisabeth Anne Olson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Elisabeth Anne Olson - Financial Advisor in Fort Collins, CO | AdvisorFinder