Lynn M. Olson

AMERITAS ADVISORY SERVICES

Indianapolis, IN 46240

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CRD#: 2374139

Professional summary

Lynn Marie Olson, who also goes by Lynn Marie Thurston, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Indianapolis, Indiana and AMERITAS INVESTMENT COMPANY, LLC located in Indianapolis, Indiana.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Lynn has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn Marie Thurston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VERSO FINANCIAL; INV REL; SAME AS BRANCH; INSURANCE SERVICES; ADMIN; START DATE=01/2024; HRS/MO=160; TRADING HRS/MO=6; OPERATIONS, COMPLETING CLIENT PAPERWORK, TRADING & CASHIERING AS NEEDED, SUPPORT ADVISORS * FRESCO FINANCIAL ADVISERS, LLC; INV REL; 3815 RIVER CROSSING PKWY, STE 180, INDIANAPOLIS, IN 46240; FINANCIAL SERVICES; EMPLOYEE; START DATE=01/2024; HRS/MO=100; TRADING HRS/MO=25; ADMINISTRATIVE TASKS, OPENING ACCOUNTS, CLIENT SERVICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Olson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 2, 2024 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 3815 River Crossing Pkwy Ste 180, Indianapolis, IN 46240Office #3: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545

RIA

CRD#: 317245

Indianapolis, IN

Current

February 2, 2024 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 3815 River Crossing Pkwy Ste 180, Indianapolis, IN 46240Office #2: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545

CRD#: 14869

Indianapolis, IN

Past

June 22, 2020 - September 14, 2023

GREAT VALLEY ADVISOR GROUP, LLC

RIA

CRD#: 123913

ALTOONA, WI

Past

June 18, 2020 - October 26, 2023

LPL FINANCIAL LLC

CRD#: 6413

ALTOONA, WI

Past

October 15, 2012 - June 19, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Altoona, WI

Past

July 16, 2008 - October 16, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

EAU CLAIRE, WI

Past

October 26, 2005 - July 16, 2008

SII INVESTMENTS, INC.

CRD#: 2225

EAU CLAIRE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(12/2/2024)

Arkansas
(12/2/2024)

California
(2/2/2024)

Colorado
(12/2/2024)

Florida
(2/2/2024)

Georgia
(12/2/2024)

Illinois
(2/2/2024)

Indiana
(2/2/2024)

Massachusetts
(12/2/2024)

Michigan
(12/2/2024)

Minnesota
(12/2/2024)

New York
(12/2/2024)

North Carolina
(12/2/2024)

Ohio
(12/2/2024)

Pennsylvania
(12/2/2024)

South Carolina
(12/2/2024)

Texas
(12/4/2024)

IAR

Texas
(12/5/2024)

Virginia
(12/2/2024)

Washington
(12/2/2024)

Wisconsin
(2/2/2024)

IAR

Wisconsin
(2/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/15/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/21/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/25/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lynn M. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

GREAT VALLEY ADVISOR GROUP, LLC

LPL FINANCIAL LLC

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SII INVESTMENTS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2017

Series 63

Date: 8/21/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2008

Series 6

Date: 10/25/2005

Series 24

Date: 9/25/2019

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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