Olga HolteCRD Number: 6306712
Current Firm: Transamerica Financial Advisors, Inc.
Olga Holte (CRD# 6306712) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bellevue, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Dress With Feng Shui||Everett, WA||Dec 2015 - Current||2|
|Heartland Institute Of Financial Education||Greenwood Village, CO||Mar 2015 - Current||3|
|Transamerica Financial Advisors, Inc.||Bellevue, WA||Feb 2014 - Current||4|
|World Financial Group, Inc.||Bellevue, WA||Mar 2011 - Current||7|
|American Home & Investment Inc.||Bellevue, WA||Apr 2014 - Sep 2015||1|
|Dress With Feng Shui||Everett, WA||Oct 2014 - May 2015||< 1|
|Au Business Club||Bellevue, WA||Mar 2012 - Nov 2013||1|
|Atlantis Interior Design/living Comfort, LLC||Port Angeles, WA||Mar 2003 - Mar 2011||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Apr 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.