Bradley Olson, financial advisor River Falls WI
93 score

Bradley Olson

CRD Number: 5342550
Current Firm: Portfolio Design Services, LLC

Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 10 years of experience in the finance industry.

Similar Advisors
Richard Juckel, financial advisor River Falls WI
Richard M. Juckel
CRD# 4986090
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Jonathan Kvasnik, financial advisor River Falls WI
Jonathan B. Kvasnik
CRD# 2209191
Fintegra, LLC
Score
101
Similar Advisors
Kevin Schwartz, financial advisor River Falls WI
Kevin G. Schwartz
CRD# 5390743
Thrivent Investment Management Inc.
Score
101
Company Name Location Dates Years
Portfolio Design Services, LLC Roanoke, VA May 2007 - Current 10
University Of Wisconsin - River Falls River Falls, WI Aug 2005 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Bradley C. Olson
Phone Number: 540-400-0053
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $165,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IL, VA, VI, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.