Angela M. Olson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angela Marie Olson, who also goes by Angela Marie Robideau, was a registered financial professional .
Angela is a previously registered financial professional and started their career in finance in 1999. Angela had worked at 5 firms and has passed the Series 28 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 6, 2002 - February 6, 2004
WORTHMARK ALLIANCE VIII, LLC
October 28, 2002 - February 27, 2004
SUBURBAN FINANCIAL SERVICES, LLC
September 12, 2000 - October 27, 2003
WORTHMARK FINANCIAL SERVICES, LLC
March 10, 2000 - May 25, 2000
WORTHMARK FINANCIAL SERVICES, LLC
October 13, 1999 - September 17, 2015
CRI SECURITIES, LLC
July 31, 1999 - September 17, 2015
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 28
Date: 7/26/1999
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
WORTHMARK ALLIANCE VIII, LLC
CRD#: 121783 / SEC#: , 8-65442
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | OWNER | 15296 |
| CG LAMB | OWNER | |
| CLINE CARROLL & COMPANY | OWNER | |
| COMPLETE INSURANCE | OWNER | |
| CREEDLE JONES & ALGA | OWNER | |
| JCT&J ENTERPRISES, INC. | OWNER | |
| WB&L SERVICES, LLC | OWNER | |
| EHREN, ROBERT JOHN | DIRECTOR | 1850875 |
| FRIES, MATTHEW NEIL KALANI | ASSISTANT SECRETARY | 2723824 |
| GOULD, WILLIAM MICHAEL | DIRECTOR | 5207510 |
| KAVANAUGH, WILFORD JAMES JR | PRESIDENT, CCO, DIRECTOR | 2641646 |
| KOSKIE, ANDREW THOMAS | VICE PRESIDENT- COMPLIANCE | 4392687 |
| WUESTENHAGEN, TIMOTHY EDWIN | FINOP/TREASURER | 2977213 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
