Kyle OlsenCRD Number: 6101385
Current Firm: Ims Financial Advisors, Inc.
Kyle Olsen (CRD# 6101385) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in College Station, TX and has over 3 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Element Retirement & Investment Consultants, LLC
Eagle Strategies LLC
|Ims Securities, Inc.||Houston, TX||Jul 2012 - Current||4|
|Ims Financial Advisors, Inc.||Houston, TX||Jul 2012 - Current||4|
|Service First Distribution||Bryan, TX||Jun 2011 - Current||5|
|Texas A&m University||College Station, TX||Aug 2008 - Aug 2011||3|
|Miller Bros. Express||Hyrum, UT||Aug 2007 - Aug 2008||1|
|Maddock Trucking||Lewiston, UT||Sep 2006 - May 2008||1|
|Stock Building Supply||Logan, UT||Aug 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management76MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$157,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, 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.