Investment adviser representative · Icon Financial
Yvonne J. Moe Olson
CRD 6891659 · Prior Lake, MN
At a glance
Yvonne J. Moe Olson is an investment adviser representative with Icon Financial in Prior Lake, MN, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Icon FinancialSince January 2026Prior Lake, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- –
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Yvonne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Icon Financial
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