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Advisors / Florida / Ocklawaha
38yrs

Alan Olson

Full name on record: Alan Robert Olson

Financial advisor at Cetera Investment Advisers

Alan Olson is a fiduciary financial advisor in Ocklawaha, Florida, with 38 years in the industry. After eight years at Voya Financial Advisors and four years at Equitable Advisors, Alan joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Ocklawaha, FLTop 6% by experience in FloridaFiduciary advisor
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At a glance

Experience38 years (since 1988)
How that compares ?Top 6% by experience in Florida
OfficeOcklawaha, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2013 – 2021
  3. 2009 – 2013
  4. 2003 – 2009
  5. 2000 – 2003
    Legg Mason Wood Walker, IncorporatedPreviously

Contact Alan

(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Alan. Ocklawaha, FLOffice · Get directions

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Questions to ask Alan

Tailored to Alan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Alan

How do I contact Alan?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Alan Olson. Alan works from the Ocklawaha, FL office.

How long has Alan been a financial advisor?

Alan has been in the industry since 1988, about 38 years. Top 6% by experience in Florida.

What licenses does Alan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Alan a fiduciary?

Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alan paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.