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Nathaniel Kane Olson

Advisor at Thrivent Investment Management — Souris, ND

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Souris, ND

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,422 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Nathaniel Olson is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Edward Jones and First National Bank and Trust Company, as well as earlier work outside finance including retail and marine equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Souris, ND

Souris ND

Advisors at this office

1

Most active in

North Dakota

Work history

< 1 year of industry experience

Thrivent Investment Management Inc

2026 - Present • 1 year

Minneapolis, MN

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Edward Jones

2026 - 2026 • 1 year

Minot, ND

First National Bank and Trust Company - Bottineau

2024 - 2025 • 1 year

Bottineau, ND

Tradehome Shoes

2022 - 2023 • 1 year

Minot, ND

Full-Time Education

2022 - 2026 • 4 years

Minot, ND

Metigoshe Dock and Lift

2021 - 2023 • 2 years

Bottineau, ND

Full-Time Education

2015 - 2022 • 7 years

Bottineau, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darin B

CFP®, Series 66

Bottineau, ND

Newedge Advisors

Darin Bohl is a CFP® with 18 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes roles at GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a board member of Peoples State Holding Company and Peoples State Bank and coaches junior high golf for the Bottineau Public School District. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cody B

Series 66

Bottineau, ND

Newedge Advisors

Cody Brooks is a financial advisor with NewEdge Advisors holding a Series 66 designation and four years of industry experience. His background includes roles at LPL Financial, CoreWealth Financial Advisors, and First International Bank & Trust. Outside of his advisory work, Brooks serves as a foundation member for Dakota College at Bottineau and as a board member of Celly Time LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ronald G

Series 66

Bottineau, ND

Thrivent Investment Management

Ronald Gullett is a Series 66 credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is based in Bottineau, ND, and has held continuous roles within Thrivent Financial for Lutherans and its related investment management firm. Outside of his advisory duties, he is president of ARM 58318, LLC, which owns and manages an office building used for Thrivent-related business in Bottineau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs while maintaining a focus on individualized financial planning relationships.

Business ownership considerations
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Brandy S

Series 63, Series 65

Bottineau, ND

Thrivent Investment Management

Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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Kimberly D

Series 66

Bottineau, ND

Edward Jones

Kimberly Davis is a financial advisor at Edward Jones in Bottineau, ND, holding a Series 66 designation with 11 years at the firm and two years of industry experience. Outside of her advisory role, she has worked as a seasonal scorer for the Texas STAAR through Educational Testing Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Micheal A

Series 66

Bottineau, ND

Thrivent Investment Management

Micheal Aasen is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and related entities since 2013. Aasen serves as a board member for the Vinje Fund associated with First Lutheran Church of Bottineau and is involved in local community and agricultural activities, including serving as president of Aasen Ag LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports various planning topics and provides clients with options to combine planning with managed-account services through consolidated billing.

Business ownership considerations
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