Isaiah Olson (CRD# 6770171) is an Investment Advisor Representative working at Clark Wealth Strategies, Inc. in Elkhorn, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clark Wealth Strategies | Elkhorn, NE | Oct 2019 - Current | 4 |
| Evolution Soccer Club | Omaha, NE | Apr 2019 - Jan 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Omaha, NE | Jun 2018 - Apr 2019 | < 1 |
| Paul Ludacka | Omaha, NE | Mar 2017 - Apr 2019 | 2 |
| Unemployed | Papillion, NE | Oct 2015 - Mar 2017 | 1 |
| Cutchall Management Company | Omaha, NE | May 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NE
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$612,903
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
IA, MN, NE, TX
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