Jeremiah J. Olson

DIAMOND WEALTH PARTNERS

Lodi, WI 53555

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CRD#: 5427418

Professional summary

Jeremiah Jon Olson is a registered financial advisor currently at DIAMOND WEALTH PARTNERS located in Lodi, Wisconsin.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeremiah has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 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.

Papa Pals, not investment related. I help people who can't do these things themselves, clean, run errands, or laundry. I believe I started in June 2023. I am putting in maybe 20 hours a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Jon 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®

None

Experience

Current

March 7, 2023 - Present

DIAMOND WEALTH PARTNERS

Office #1: N2665 County Road V, Lodi, WI 53555

RIA

CRD#: 321866

Lodi, WI

Past

December 26, 2018 - July 20, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

MADISON, WI

Past

June 23, 2016 - November 10, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

November 2, 2015 - April 7, 2016

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Lodi, WI

Past

November 15, 2013 - August 28, 2015

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MADISON, WI

Past

January 25, 2008 - August 12, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(3/7/2023)

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 65

Date: 12/10/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/24/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DIAMOND WEALTH PARTNERS

DIAMOND WEALTH PARTNERS | DIAMOND WEALTH PARTNERS, LLC

CRD#: 321866 / SEC#:

Wisconsin

Registered Investment Advisory firm - (3/3/2023 Approved)

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Contact information

Main Address

Lodi, WI

Mailing Address

Phone number

(608) 513-3395

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,004,755

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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Firm Stability Insights

Jeremiah J. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Jon Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

PACKERLAND BROKERAGE SERVICES, INC.

CETERA WEALTH SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2022

Series 63

Date: 3/3/2008

Series 7TO

Date: 4/6/2021

SIE

Date: 11/10/2017

Series 6

Date: 1/24/2008

Current Firm

DIAMOND WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIAMOND WEALTH PARTNERS

TRUST BUT VERIFY

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