Joseph Olson, financial advisor Albuquerque NM
93 score

Joseph Olson

CRD Number: 5431141
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Joseph Olson (CRD# 5431141) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Albuquerque, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Albuquerque, NM Apr 2013 - Current 3
Bank Of The West Omaha, NE Apr 2013 - Current 3
Ameriprise Financial Services, Inc. Minneapolis, MN May 2008 - Jan 2013 4
Ameriprise Financial Services, Inc. Edina, MN Oct 2007 - Apr 2008 < 1
Accredited Home Lenders Indianapolis, IN Dec 2006 - Sep 2007 < 1
Metropolitan Mortgage Bloomington, MN Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Joseph T. Olson
Phone Number: 800-338-3919
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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