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RIA / WealthAdvisor18 years in industry

Erik Olson

Advisor at NEWEDGE ADVISORS

NEW ORLEANS, LA | Eagan, MN

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Search this name across graphsid dfx:ria:a2ea5212-01dc-5ef3-30e8-72f2c1436f01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 23, 2008
First registration: Aug 27, 2013
Dual registered: no
Other names: ERIK DAVID OLSON
IAPD individual key: 5528907

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Oct 18, 2019	n/a	yes	NEW ORLEANS, LA\|Eagan, MN	Current employment
BANE O'LEARY LLC	State registered	Apr 27, 2017	Oct 21, 2019	no	BLOOMINGTON, MN\|Edina, MN	Previous registration
BARBER FINANCIAL GROUP	Former SEC adviser	Jul 22, 2016	Apr 28, 2017	no	Edina, MN\|LENEXA, KS	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jul 18, 2016	Aug 26, 2016	no	MINNEAPOLIS, MN	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Aug 27, 2013	Jul 11, 2016	no	APPLE VALLEY, MN\|ST PAUL, MN\|EDINA, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANE O'LEARY LLC	NEWEDGE ADVISORS	Oct 21, 2019	Oct 18, 2019	-3	Firm change	Other
BARBER FINANCIAL GROUP	BANE O'LEARY LLC	Apr 28, 2017	Apr 27, 2017	-1	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	BARBER FINANCIAL GROUP	Aug 26, 2016	Jul 22, 2016	-35	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Jul 11, 2016	Jul 18, 2016	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
152043:286450:KS:2017-04-28	Apr 28, 2017	Apr 27, 2017	LENEXA, KS	Firm change

Relationships

Registered with (5)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Oct 18, 2019 to presentfactForm ADV
→ BANE O'LEARY LLCRegistered adviserregistration: previous registration
Apr 27, 2017 to Oct 21, 2019factForm ADV
→ BARBER FINANCIAL GROUPRegistered adviserregistration: previous registration
Jul 22, 2016 to Apr 28, 2017factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jul 18, 2016 to Aug 26, 2016factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Aug 27, 2013 to Jul 11, 2016factForm ADV

Dated events

No dated event names this entity yet.