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Susan Marie Olson
Susan Hedin, Susan Olson
CRD#: 2839963
IA
B
U.S. BANCORP INVESTMENTS, INC.CRD#: 17868 777 E Wisconsin Ave
Milwaukee, WI 53202
Milwaukee, WI 53202
0
Disclosures
14
Years of Experience
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State Registrations
B
Arizona 12/11/2023
B
Minnesota 12/11/2023
B
California 12/11/2023
B
Nevada 12/11/2023
B
Florida 12/11/2023
B
North Carolina 12/11/2023
B
Illinois 12/11/2023
B
Pennsylvania 12/11/2023
B
Kentucky 12/11/2023
B
Texas 12/11/2023
B
Maryland 12/11/2023
B
Wisconsin 5/31/2017
B
Massachusetts 12/11/2023
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Wisconsin 12/14/2020
B
Michigan 12/11/2023
SRO Registrations
B
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IA
Registered with this firm since 12/14/2020
B
Registered with this firm since 5/31/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 08/01/2012 - 05/30/2017 | WAUKESHA, WI | |
B | 04/09/2010 - 08/01/2012 | MILWAUKEE, WI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.