Bradley OlsonCRD 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.
Ameriprise Financial Services, Inc.
Thrivent Investment Management Inc.
|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|
Total Assets Under Management91MILLIONS
Total Number of Accounts550ACCOUNTS
Average Account Value$165,818
- 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
- Pension consulting services
CO, FL, IL, VA, VI, WI