Joanna E. Olson
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.
Joanna Elaine Olson was a registered financial professional .
Joanna is a previously registered financial professional and started their career in finance in 2008. Joanna had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2014 - October 24, 2025
KLEINHENZ & ASSOCIATES LTD.
March 19, 2008 - March 29, 2010
KLEINHENZ & ASSOCIATES LTD.
State Registrations and Notice Filings
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Exams
Current Firm
KLEINHENZ & ASSOCIATES LTD.
CRD#: 146015 / SEC#: 801-112556
Contact information
Regulatory assets under management
| Total Number of Accounts | 206 |
| AUM (Assets Under Management) | $ 173,848,556 |
Red Flags
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