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Samuel Olson, financial advisor Mercer Island WA

Samuel Olson

CRD Number: 6518900
Current Firm: Northwest Asset Management
Compensation Model: Both
Samuel Olson (CRD# 6518900) is an Investment Advisor Representative working at Edward Jones in Anchorage, AK and has 1 year of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Nwam, Llc Dba Northwest Asset Management Anchorage, AK Oct 2023 - Current < 1
Edward Jones St. Louis, MO Jul 2015 - Oct 2023 8
Gp Liquor Inver Grove Heights, MN Apr 2013 - May 2015 2
University Of St. Thomas St. Paul, MN Sep 2011 - May 2015 3
Alaska Department Of Fish And Game Anchorage, AK Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Samuel C. Olson
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040
Phone Number: 206-838-3680
Firm Website: https://www.ultraadvisorygroup.com/
Registered State(s):
  • AK
  • WA
Current Firm Details
Northwest Asset Management
Firm's CRD Number: 147923
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040
By the Numbers
  • Total Assets Under Management
    3,271
    MILLIONS
  • Total Number of Accounts
    8,878
    ACCOUNTS
  • Average Account Value
    $368,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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