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Michael Axel Olson

CRD# 3242846·Registered 1999 - 2024
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Axel Olson, who also goes by Michael Alex Olson, was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1999 - 2024. Michael had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Alex Olson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

VIMA, LLC·CRD# 148833
RIA
Troy, MI
July 18, 2019 - June 4, 2024
OSAIC WEALTH, INC.·CRD# 23131
RIA
Rosemont, IL
November 2, 2018 - November 13, 2018
OSAIC WEALTH, INC.·CRD# 23131
BD
Rosemont, IL
November 2, 2018 - November 13, 2018
SIGNATOR INVESTORS, INC.·CRD# 468
RIA
Rosemont, IL
June 14, 2012 - November 2, 2018
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Rosemont, IL
May 6, 2011 - November 2, 2018
NEW ENGLAND SECURITIES·CRD# 615
BD
Chicago, IL
November 3, 2009 - July 23, 2010
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
May 1, 2002 - September 30, 2005
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
April 17, 2001 - April 16, 2002
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Malvern, PA
June 24, 1999 - July 7, 2000

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Current Firm

VL
VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108
RIA
Registered Investment Advisory firm - SEC (11/27/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (12/12/2023 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (12/13/2023 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (12/19/2023 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/14/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

46 East Square Lake Rd., Troy, MI 48085

Phone Number

(248) 526-6700

# of Employees

13

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VIMA- NARRATIVE VERSION OF ADV PART 2A & 2B (5/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,181

AUM (Assets Under Management)

$229,498,747

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/11/2026Cover PageReport
11/05/2025Cover PageReport

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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....

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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".
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RIA
Registered Investment Advisory firm - SEC (11/27/2023 Approved)
Florida
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Indiana
Registered Investment Advisory firm - Indiana (12/13/2023 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (12/19/2023 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/14/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2009About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1999About the Series 6 exam

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CRS (Client Relationship Summary)

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

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