Rod Olson, financial advisor Helena MT

Rod Olson

CRD Number: 5114162
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Rod Olson (CRD# 5114162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Helena, MT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services Inc. Helena, MT Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Rod P. Olson
Phone Number: 319-447-5700
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,247
    ACCOUNTS
  • Average Account Value
    $176,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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