Timothy Olson, financial advisor Las Vegas NV
90 score

Timothy Olson

CRD Number: 5972286
Current Firm: Waddell & Reed

Timothy Olson (CRD# 5972286) is an Investment Advisor Representative working at Waddell & Reed in Las Vegas, NV and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Las Vegas, NV May 2012 - Current 5
Waddell & Reed, Inc. Las Vegas, NV Sep 2011 - Current 6
Unemployed Los Gatos, CA May 2011 - Sep 2011 < 1
Student Los Gatos, CA Aug 2000 - May 2011 10
Conquest Advisors New York, NY May 2009 - Jul 2009 < 1
Epic Records Beverly Hills, CA May 2008 - Aug 2008 < 1
Los Gatos Swim And Racquet Los Gatos, CA Apr 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Timothy A. Olson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Timothy Olson and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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