R.o.i.
R.o.i. (CRD# 116966) is a financial advisory firm headquartered in Lehi, UT. They manage $80,000,000 in 616 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management80MILLION
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Total Number of Accounts616ACCOUNTS
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Average Account Value$129,870
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX, UT
Benjamin Olson (CRD# 5507333) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 15+ years of experience in the finance industry. Benjamin Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Benjamin is also a Certified Public Accountant (CPA) and a member of NAPFA an organization for fee-only financial Advisors.
Joseph "Grant" Olson (CRD# 5507719) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 1 year of experience in the finance industry. Joseph Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joseph "Grant" Olson grew up in the business. At a very young age (about 14 years old), he began working in R.O.I., learning the "nuts and bolts" of the Financial Planning/Invesetment Advisory business. As part of R.O.I.'s business plan, Grant began working full time in R.O.I. during 2003 (at the age of 24) and geared his entire higher education to be a finanical planner and investment advisor, business advisor, and, owner, in R.O.I.:
-Bachelor's Degree in Business Management 2003;
-Master's Degree in Business Adminstration 2004;
-CERTIFIED FINANCIAL PLANNER™ Certificant since 2004; &,
-NAPFA Member since 2007.
Ronald Olson (CRD# 830680) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has over 27 years of experience in the finance industry. R.o.i. is a fee only RIA serving clients located primarily in Utah County and the Greater Salt Lake City region. R.o.i. also services clients throught the country with the use of video and phone technology.