Chad D. Olson
ADVISORNET WEALTH PARTNERS
Edina, MN 55435
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CRD#: 4982320
Professional summary
Chad David Olson, CFP® is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Edina, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Dayton, Minnesota.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Chad has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. NAME OF OTHER BUSINESS: PRIMALPAL LLC INVESTMENT RELATED: NO ADDRESS: 11000 CATTAIL PATH OSSEO MN NATURE OF BUSINESS: MEAL PLANNING WEBSITE FOR PALEO DIET START DATE: 02/2012 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGEMENT; THIS ACTIVITY IS CURRENTLY DORMANT 2. NAME OF OTHER BUSINESS: AJW FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2008 POSITION/TITLE/RELATIONSHIP: PARTNER, FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING AND FINANCIAL PLANNING 3. NAME OF OTHER BUSINESS: AJW FINANCIAL, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DIVORCE PLANNING START DATE: 02/2008 POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC. 4. NAME OF OTHER BUSINESS: CHAD OLSON INVESTMENT RELATED: NO ADDRESS: MINNEAPOLIS, MN NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 09/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: VERY MINIMAL. I HAVE A MANAGEMENT COMPANY MANAGE ALL ASPECTS OF THE RENTAL PROPERTY. 5. NAME OF OTHER BUSINESS: DIVORCE FINANCIALLY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC. 6. NAME OF OTHER BUSINESS: SIMPLIFY MY DIVORCE INVESTMENT RELATED: NO ADDRESS: 11000 CATTAIL PATH OSSEO MN NATURE OF BUSINESS: TO PROVIDE DIVORCE EDUCATION START DATE: 01/2015 POSITION/TITLE/RELATIONSHIP: CO-OWNER / CO-FOUNDER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DIVORCE EDUCATIONAL ARTICLES AND VIDEOS; 7. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 08/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 8. NAME OF OTHER BUSINESS: XBREZZO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTOMATED TOOLS/SOFTWARE FOR DIVORCE PROFESSIONALS; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE INSIGHT ON DIVORCE PROCESS TO THE FINTECH PARTNERS FOR CREATION OF TOOLS & SOFTWARE. WORK JOINTLY ON STRATEGIC PLAN AS WELL AS MARKETING PLAN FOR THE COMPANY;
CRS (Client Relationship Summary) - RIA
Click below to view Chad David Olson's 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®
CFP®
Start date: 2014
Experience
Current
October 5, 2022 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 7650 Edinborough Way, Suite 100, Edina, MN 55435RIA
CRD#: 113074
Edina, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 7650 Edinborough Way Suite 100, Edina, MN 55435RIA
CRD#: 105644
DAYTON, MN
Current
April 25, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7650 Edinborough Wy Ste 100, Edina, MN 55435BD
CRD#: 13572
EDINA, MN
Past
April 22, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Edina, MN
Past
January 8, 2014 - April 30, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EDINA, MN
Past
May 23, 2008 - April 30, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EDINA, MN
Past
October 3, 2006 - December 20, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EDINA, MN
Past
February 23, 2006 - December 20, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Minnesota(4/25/2022)
IAR
Minnesota(10/5/2022)
RR
North Carolina(3/26/2025)
RR
Wisconsin(8/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
