Michael A. Olson

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CRD#: 3242846

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.

Michael Axel Olson, who also goes by Michael Alex Olson, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael Alex Olson

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.

INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI , PRUDENTIAL, 1 CORPORATE DR., SHELTON, CT 06484, FIXED ANNUITY , INDEPENDENT CONTRACTOR , START OF RELATIONSHIP: JUN 14, 2011, APPROXIMATE # OF HOURS PER MONTH: 2, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 1 HOUR .... INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, PRUDENTIAL, 1 CORPORATE DR., SHELTON, CT 06484, FIXED ANNUITY , INDEPENDENT CONTRACTOR , START OF RELATIONSHIP: JUN 14, 2011, APPROXIMATE # OF HOURS PER MONTH: 2 , APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 1 HOUR .... ASSOCIATION MEMBER - SMALL BUSINESS ADVOCACY COALITION OF IL , 20 S. CLARK, SUITE 500, CHICAGO, IL 60603 NETWORKING MEMBER START OF RELATIONSHIP: MAR 1, 2013, APPROXIMATE # OF HOURS PER MONTH: 6, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: .5..... CHICAGO CHINATOWN CHAMBER OF COMMERCE, MEMBER, 2169 S CHINA PL SUITE B, CHICAGO, IL 60616, START DATE 11/1/2014, APPROX 5HRS PER MO AND 30 MINUTES TRADING.... Driver/transportation services: Lyft Drive Service, 7/20/18, 10 hrs mo, 0 trading...... Insurance Broker: Life, Annuities, LTC, DI,6250 North River Road, Suite 3020 Rosemont, IL 60018, benefits specialist, 5/11/2011, 5 hrs mo, 1 hr trading.... Insurance Broker: Health and Group Benefits, 6250 North River Road, Suite 3020 Rosemont, IL 60018, benefit specialist, 5/11/2011, 5 hrs mo, 1 hr trading....

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 18, 2019 - June 4, 2024

VIMA, LLC

RIA

CRD#: 148833

TROY, MI

Past

November 2, 2018 - November 13, 2018

OSAIC WEALTH, INC.

RIA

CRD#: 23131

ROSEMONT, IL

Past

November 2, 2018 - November 13, 2018

OSAIC WEALTH, INC.

CRD#: 23131

ROSEMONT, IL

Past

June 14, 2012 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

ROSEMONT, IL

Past

May 6, 2011 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

ROSEMONT, IL

Past

November 3, 2009 - July 23, 2010

NEW ENGLAND SECURITIES

CRD#: 615

CHICAGO, IL

Past

May 1, 2002 - September 30, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

April 17, 2001 - April 16, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 24, 1999 - July 7, 2000

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/16/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/2/2009

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: 11/2/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/23/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

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Contact information

Main Address

46 East Square Lake Rd., Troy, MI 48085

Mailing Address

Phone number

(248) 526-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIMA- NARRATIVE VERSION OF ADV PART 2A & 2B (8/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 150,242,478

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	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

Michael A. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

NEW ENGLAND SECURITIES

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

VIMA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2012

Series 63

Date: 11/2/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/2/2009

Series 6

Date: 6/23/1999

Current Firm

VIMA, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIMA, LLC

TRUST BUT VERIFY

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