Tanner J. 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.
Tanner J Olson, who also goes by Tanner Joseph Olson, was a registered financial professional .
Tanner is a previously registered financial professional and started their career in finance in 2014. Tanner had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 17, 2023 - July 18, 2024
ORION PORTFOLIO SOLUTIONS, LLC
March 23, 2022 - July 18, 2024
BRINKER CAPITAL SECURITIES, LLC
May 10, 2021 - January 6, 2023
ORION PORTFOLIO SOLUTIONS, LLC
January 8, 2021 - May 24, 2021
WEALTH MANAGEMENT
June 12, 2017 - August 7, 2017
SCOTTRADE INVESTMENT MANAGEMENT
June 12, 2017 - August 7, 2017
SCOTTRADE, INC.
July 30, 2015 - April 25, 2017
TD AMERITRADE, INC.
July 30, 2015 - April 25, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 14, 2015 - April 25, 2017
TD AMERITRADE, INC.
August 25, 2014 - October 7, 2014
TD AMERITRADE, INC.
Primary Firm SEC Registration
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975 / SEC#: 801-57265
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/23/2022
General Securities Representative ExaminationCurrent Firm
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975 / SEC#: 801-57265
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 203,878 |
| AUM (Assets Under Management) | $ 57,658,151,186 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 10/21/2024 | ||
| 01/17/2024 | ||
| 10/25/2022 |
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.
