Lynn M. Olson

Senior Compliance Associate

Lynn M. Olson

Lynn M. Olson

Senior Compliance Associate

Lynn has been with Bernicke Wealth Management since 2003 and has served in the financial industry since 1993.  Her diverse background and experience in the industry make her a valuable resource to assist in multiple areas of the firm.  While away from the office, Lynn enjoys time at the family cabin in Stone Lake, WI, snowmobiling, and spending time with her friends, family, and horse Stella.

Certifications, Licenses, and Registrations

  • Registered Principal with LPL Financial, Member FINRA/SIPC

Education and Training

  • Series 6, 7, 63, 24 held at LPL Financial
  • Series 66 held at LPL Financial & Great Valley Advisor Group

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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