Nathan Lee Olsen
Investment Adviser Representative at Harbour Investments, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Lee Olsen is an investment adviser representative with Harbour Investments, Inc. in Greenfield, WI, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
5 states and territories
California, Florida, Minnesota, New York, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of OregonJun 2015 – Jun 2019Eugene, OR
- Northwestern MutualJun 2019 – Sep 2019milwaukee, WI
- Glayisers solicitorsJun 2018 – Sep 2018MAnchester
- SteinhaflesJun 2017 – Sep 2017waukeshau, WI
- Edward JonesDec 2019 – Dec 2021Pewaukee, WI
- Harbour Investments, IncJan 2022 – no end date reportedMadison, WI
- Clearstep FinancialDec 2021 – no end date reportedGreenfield, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Harbour Investments, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 242
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Madison, WI
- SEC file number:
- 801-29185
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Harbour Investments, Inc.
Showing 12 of 242 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Lee Olsen 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.
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