Lynn M. Olson

Senior Compliance Associate

Lynn is a Senior Compliance Associate. She has been with our firm since 2003 and has served in the financial services industry since 1993. Lynn helps the Compliance team verify client trading, paperwork, and communications. Outside of the office, she enjoys spending time with her family in the outdoors.

Certifications, Licenses, and Registrations

  • Registered Admin with Triad Advisors, LLC

Education and Training

  • Series 6, 7, 63, and 66