Kyle OlsonCRD Number: 4474929
Current Firm: Quantitative Advantage, LLC
Kyle Olson (CRD# 4474929) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 15 years of experience in the finance industry. Kyle 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.
|Quantitative Advantage, LLC||Minnetonka, MN||Apr 2015 - Current||1|
|Qa Investment Services, LLC||Minnetonka, MN||Apr 2010 - Current||6|
|Sagepoint Financial, Inc.||Forest Lake, MN||Oct 2008 - Jun 2010||1|
|American General Securities Incorporated||Forest Lake, MN||Oct 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management417MILLIONS
Total Number of Accounts1,912ACCOUNTS
Average Account Value$218,290
- 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
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WI
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