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Afton Renee Olsen

Afton R. Olsen

CETERA INVESTMENT ADVISERS LLC
CHEYENNE, WY 82009
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CRD#: 5250583
Afton Renee Olsen

Professional summary


Afton Renee Olsen, CFP®, who also goes by Afton Hill, Afton Renee Moore, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cheyenne, Wyoming and CETERA ADVISORS LLC located in Cheyenne, Wyoming.

Afton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Afton has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Afton Hill | Afton Renee Moore

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. SANDY PATRICK, CFP; ASSISTANT; NON-CPA ACCOUNTING AND/OR TAX PREPARATION; START DATE 01/01/2009; 20 HRS. PER MONTH. 2. LARAMIE COUNTY COMMUNITY COLLEGE; ADJUNCT PROFESSOR; EDUCATION; START DATE 09/01/2015; 20 HOURS PER MONTH. 3. NAME OF OTHER BUSINESS: UNIVERSITY OF WYOMING; INVESTMENT RELATED: NO; ADDRESS: 1000 E. UNIVERSITY AVE LARAMIE, WY 82071; NATURE OF BUSINESS: TEACHING; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: ADJUNCT INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: TEACHING, TEMPORARY LECTURER; 4. NAME OF OTHER BUSINESS: DEMING MILLER ELEMENTARY PTO, INVESTMENT RELATED: NO, ADDRESS: 715 W 5TH AVE, CHEYANNE, WY 82001, NATURE OF BUSINESS: NON-PROFIT START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: SECRETARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: TAKE MEETING NOTES AND SEND TO MEMBERS, HELP OUT AT PTO SPONSORED EVENTS; 5. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: 321 E 6TH AVE, CHEYENNE, WY 82001, NATURE OF BUSINESS: REAL ESTATE, START DATE: 06/2013, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL MANAGED BY PROPERTY MANAGER; 6. NAME OF OTHER BUSINESS: N/A , INVESTMENT RELATED: NO, ADDRESS: E/2 OF SECTION 2B, BLACK 34, T-3-S, T&P RR CO SURVEY, GLASSCOCK COUNTY, TX NATURE OF BUSINESS: START DATE:01/2013, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: OWNER OF OIL & GAS RIGHTS;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Afton Renee Olsen'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®
CFP®

Start date: 2017

Experience


Current

November 12, 2020 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1621 Dell Range Blvd, Cheyenne, WY 82009
RIA
CRD#: 105644
CHEYENNE, WY
Current

September 8, 2022 - Present

CETERA ADVISORS LLC

Office #1: 1621 Dell Range Blvd, Cheyenne, WY 82009
BD
CRD#: 10299
Cheyenne, WY
Past

October 3, 2017 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
Cheyenne, WY
Past

March 26, 2007 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
CHEYENNE, WY

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
California
(10/17/2025)
IAR
Wyoming
(11/12/2020)
RR
Wyoming
(9/8/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/27/2007
Uniform Securities Agent State Law Examination
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)
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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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Cheyenne, WY 82009

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