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Ross Douglas Olson
ROSS D OLSON
CRD#: 6176878
IA
Investment Adviser
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Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 3947 OAKWOOD HILLS PARKWAY
EAU CLAIRE, WI 54701
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 3947 OAKWOOD HILLS PARKWAY
EAU CLAIRE, WI 54701
Registration History
20132014201520162017201820192020202120222023202420252026IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2016 - Present (9 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2015 - Present (9 years)BTRIAD ADVISORS, INC. (CRD# 25803)2013 - 2015 (2 years)IABERNICKE & ASSOCIATES, LTD. (CRD# 164892)2014 - 2015 (1 year)
License(s)

State Registrations

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Alabama 12/15/2020

B
Tennessee 7/7/2023

B
Arizona 9/27/2023

B
Texas 4/16/2024

B
Florida 6/4/2019

IA
Texas 4/16/2024

B
Iowa 5/3/2016

B
Utah 5/22/2019

B
Minnesota 1/11/2016

B
West Virginia 5/22/2019

IA
Minnesota 8/8/2019

B
Wisconsin 12/21/2015

B
Pennsylvania 12/2/2022

IA
Wisconsin 1/7/2016

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
3947 OAKWOOD HILLS PARKWAY, EAU CLAIRE, WI 54701
Registered with this firm since 1/7/2016

B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
3947 OAKWOOD HILLS PARKWAY, EAU CLAIRE, WI 54701
Registered with this firm since 12/21/2015

Previous Registration(s)
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IA
08/07/2014 - 12/23/2015 BERNICKE & ASSOCIATES, LTD. (CRD#:164892) EAU CLAIRE, WI
B
06/18/2013 - 12/22/2015 TRIAD ADVISORS, INC. (CRD#:25803) EAU CLAIRE, WI
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B
Broker
IA
Investment Adviser
Disclosures
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.