Wade OlsonCRD Number: 5631417
Current Firm: Western Wealth Management LLC
Wade Olson (CRD# 5631417) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 8 years of experience in the finance industry. Wade Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Western Wealth Management LLC||Golden, CO||Jun 2016 - Current||1|
|Lpl Financial||Greenwood Village, CO||Apr 2016 - Current||1|
|Western Wealth Management LLC||Golden, CO||Apr 2016 - Current||1|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Apr 2016||3|
|Financial Network||El Segundo, CA||Feb 2012 - Dec 2012||< 1|
|Minnesota Life Ins Co||St Paul, MN||Jan 2009 - Feb 2012||3|
|Securian Financial Services, Inc.||St Paul, MN||Jan 2009 - Feb 2012||3|
|Gcg Financial Inc.||Greenwood Village, CO||Jan 2009 - Feb 2012||3|
|Unemployed||Parker, CO||Oct 2008 - Dec 2008||< 1|
|Emc Corporation||Englewood, CO||Nov 2007 - Oct 2008||< 1|
|Xerox Corp.||Denver, CO||Jan 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management618MILLIONS
Total Number of Accounts3,230ACCOUNTS
Average Account Value$191,285
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MN, MO, NH, NJ, NM, NY, OH, PA, TN, TX, WA
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