The claimant alleges that Olson made unsuitable investment recommendations.
Leif David Olson (CRD: 2277495) is registered as a broker and investment adviser with Wells Fargo, where he has been employed since June 2020. Previously, Olson was registered as a broker and investment adviser with Morgan Stanley, where he was employed from 2010 until 2020.
Olson has six disclosures on his BrokerCheck report. One customer dispute filed against Olson was denied. Two customer disputes were closed with no action taken.
December 2020 Customer Dispute
- Status: Pending
- Allegations: Claimant alleges, inter alia, unsuitability with respect to investments – Jan, 2019 – Aug, 2020.
- Damage Amount Requested: $400,000.00
August 2014 Customer Dispute
- Status: Settled
- Allegations: The customer alleges unsuitable investment recommendations from October 2002 to November 2008.
- Settlement Amount: $5,000.00
November 2009 Customer Dispute
- Status: Settled
- Allegations: The customer alleges misrepresentation regarding surrender fees and rate of return of variable rate annuity.
- Settlement Amount: $2,831.19
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The Sonn Law Group is currently investigating allegations surrounding Leif David Olson. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form.
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