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Tyra Olson

Advisor at UBS Financial Services

Updated today

Location

St Cloud, MN 56301-7319

Credentials

Series 66

Industry experience

3 years

About

Tyra Olson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2019 and previously operated a self-employed advisory business from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor client plans.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

4150 S Second St Su 500

St Cloud, MN 56301-7319

Most active in

Minnesota

Work history

UBS Financial Services

2019 - Present (7 years)

Self Employed - Tyra Olson

2012 - 2021 (9 years)

Disclosures

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

Business activities & affiliations

Jordan D

CFP®

Milaca, MN

Calibration Financial

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Ryan F

Series 66

Milaca, MN

OSAIC Institutions, INC.

Ryan Finc is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 25 years of industry experience. He has been with infinex Investments, Inc. since 2016 and briefly worked at Essex in 2016. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm provides customized financial planning, ERISA plan services, wrap fee programs, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Michael S

Series 66

Foley, MN

OSAIC

Michael Siegler is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Caliber Financial Group, and RE/MAX Results. Outside of advising, he has experience assisting clients with life and disability insurance and has provided office support services related to client account management. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and investment options.

Annuities Founder/Business Owner Executive Retired
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Allen J

Series 63

Foley, MN

OSAIC

Allen Jenson is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside of his primary role, he serves as president of Navigator Financial Inc., a corporation focused on payroll management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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Halycon W

Series 63, Series 65

Foley, MN

LPL Financial

Halycon Washnieski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2017, Halycon worked at Investment Centers of America, Inc. and has been associated with Frandsen Bank & Trust since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research and model portfolios, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher E

Series 66

Milaca, MN

Thrivent Investment Management

Christopher Ehlen is a financial advisor with Thrivent Investment Management in Milaca, MN. He holds a Series 66 designation and has 14 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as Fire Chief and Secretary for the Milaca Volunteer Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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