Stephen C. Olsson

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CRD#: 857922

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.

Stephen Charles Olsson, who also goes by Steve Olsson, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1978. Stephen had worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Steve Olsson

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. WEALTH INSURANCE SERVICES LLC; INVESTMENT RELATED; 902 MONTGOMERY STREET, MANCHESTER, NH 03102; PROVIDING LIFE AND ANNUITY ADVICE AND PLACEMENT OF INSURANCE PRODUCT BOTH FIXED AND VARIABLE; EQUITY OWNER/SALES; 05/2020; APPROXIMATELY 20 HOURS PER MONTH, ALL DURING TRADING HOURS; INVOLVED IN PROVIDING LEGAL AND FINANCIAL ADVICE THAT INTEGRATE THE USE OF LIFE AND ANNUITIES IN THE OVERALL FINANCIAL PLAN. #2. TRUST ADVISORY SERVICES GROUP; INVESTMENT RELATED; 902 MONTGOMERY STREET, MANCHESTER, NH 03102; I AM ATTORNEY AND WEALTH ADVISOR THAT DOES INTEGRATED LEGAL AND FINANCIAL PLANNING UTILIZING INVESTMENT AND INSURANCE PRODUCTS BASED UPON THE NEEDS OF MY CLIENTS; EQUITY OWNER/SALES; 06/19/1979; APPROXIMATELY 20 HOURS PER MONTH, ALL DURING TRADING HOURS; I ESTABLISHED LEGAL DOCUMENTS AND TRUSTS FROM THE PROPESTIVE OF AVOIDING TAXES, PROTECTING ASSETS AND AVOIDING PROBATE. THE INVESTMENTS AND INSURANCE RECOMMENDATIONS ARE ARE TITLED IN THE NAME OF THE RESPECTIVE TRUST THAT THE CLIENT'S ESTABLISHED.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 19, 2022 - January 9, 2023

IBN ADVISORY SERVICES, INC.

RIA

CRD#: 293288

Manchester, NH

Past

December 10, 2021 - January 9, 2023

IBN FINANCIAL SERVICES, INC.

CRD#: 42360

Manchester, NH

Past

November 12, 2021 - April 14, 2022

ASSET STRATEGY ADVISORS, LLC

RIA

CRD#: 139879

MANCHESTER, NH

Past

November 1, 2021 - December 8, 2021

RCX CAPITAL GROUP, LLC

CRD#: 114290

THE WOODLANDS, TX

Past

August 26, 2021 - September 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Manchester, NH

Past

August 18, 2021 - September 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Manchester, NH

Past

October 28, 1994 - August 3, 2021

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

Manchester, NH

Past

August 7, 1993 - May 18, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 7, 1993 - May 18, 1995

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 3, 1984 - August 3, 2021

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

MANCHESTER, NH

Past

August 13, 1983 - January 28, 1986

FIRST ALLIANCE FINANCIAL SERVICES, INC.

CRD#: 7161

Past

January 24, 1983 - August 19, 1983

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

Past

September 30, 1980 - January 27, 1983

NEW ENGLAND SECURITIES

CRD#: 615

Past

October 9, 1978 - December 20, 1978

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

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".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 11/6/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 9/30/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/10/1983

General Securities Principal Examination

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

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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Advisor Monitoring

Firm Stability Insights

Stephen C. Olsson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

ASSET STRATEGY ADVISORS, LLC

RCX CAPITAL GROUP, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

TRUST ADVISORY GROUP LTD

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

AGES FINANCIAL SERVICES, LTD.

FIRST ALLIANCE FINANCIAL SERVICES, INC.

LINSCO FINANCIAL GROUP, INC.

NEW ENGLAND SECURITIES

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/6/1981

SIE

Date: 10/1/2018

Series 7

Date: 2/19/1983

Series 1

Date: 9/30/1978

Series 24

Date: 8/10/1983

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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