Kyle Olson, financial advisor Aliso Viejo CA
90 score

Kyle Olson

CRD Number: 5946765
Current Firm: Nfp Retirement

Kyle Olson (CRD# 5946765) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Advisor Services, LLC Aliso Viejo, CA Jul 2014 - Current 2
Nfp Retiement, Inc. Aliso Viejo, CA Feb 2011 - Current 5
Financial Telesis San Rafael, CA Jun 2011 - Jul 2014 3
University Of Pennsylvania Athletics Philadelphia, PA Sep 2010 - Dec 2010 < 1
University Of Pennsylvania, The Wharton School Philadelphia, PA Aug 2008 - Dec 2010 2
University Of Pennsylvania Philadelphia, PA Aug 2008 - Dec 2010 2
401(k) Advisors Aliso Viejo, CA Jun 2010 - Aug 2010 < 1
Scott's Seafood Restaurant Costa Mesa, CA May 2010 - Aug 2010 < 1
Bkk Sports Fullerton, CA May 2009 - Sep 2009 < 1
Fullerton College Fullerton, CA Jul 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Kyle L. Olson
Phone Number: 949-460-9898
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34,857
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $47,359,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MT, PA, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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