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Marc Bernard Olson

ALLIANZ INVESTMENT MANAGEMENT LLC·MINNEAPOLIS, Minnesota
SIE, Series 6, Series 26Clean recordALLIANZ INVESTMENT MANAGEMENT LLC
5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416-1297CRD# 5900024Firm CRD# 111925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Bernard Olson · MINNEAPOLIS, MN
Registration
CRD #5900024 · ALLIANZ INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALLIANZ INVESTMENT MANAGEMENT LLC
CRD 111925 · SEC 801-60167
AUM
$17.3B
Regulatory assets under management
Employees
77
54 client accounts
Services offered by ALLIANZ INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Marc Bernard Olson offer?
Marc Bernard Olson specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Marc Bernard Olson's credentials?
Marc Bernard Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Bernard Olson located?
Marc Bernard Olson is based in MINNEAPOLIS, Minnesota, working with ALLIANZ INVESTMENT MANAGEMENT LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Marc Bernard Olson charge for services?
Marc Bernard Olson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANZ INVESTMENT MANAGEMENT LLC?
ALLIANZ INVESTMENT MANAGEMENT LLC has approximately 77 employees and manages $17.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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