Claire Olmstead, financial advisor Redlands CA

Claire Olmstead

CRD Number: 7271582
Current Firm: Kwb Wealth

Claire Olmstead (CRD# 7271582) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Redlands, CA Jul 2021 - Current 2
Kwb Wealth Redlands, CA Jul 2021 - Current 2
University Of Redlands Redlands, CA Sep 2020 - Apr 2021 < 1
University Of Redlands Redlands, CA Aug 2017 - Apr 2021 3
D.a. Davidson & Co Costa Mesa, CA Jun 2020 - Aug 2020 < 1
Ciee- Rennes Intensive French Language Program Summer 2019 Rennes, Jun 2019 - Aug 2019 < 1
Florence University Of The Arts Florence, Jul 2018 - Aug 2018 < 1
Choctaw Casino Resort And SPA Durant, OK May 2018 - Jul 2018 < 1
Heart O' The Hills Camp For Girls Hunt, TX Jul 2017 - Aug 2017 < 1
Cracker Barrel Sherman, TX Jun 2016 - Jun 2017 1
Texoma Christian School Sherman, TX Jul 2011 - May 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2022
Contact Info for Claire Olmstead
Phone Number: 909-307-8220
Firm Website: http://www.kwbwealth.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    2,716
    ACCOUNTS
  • Average Account Value
    $314,408
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MT, NM, NV, OR, PA, TX, UT, WA

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