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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Portfolio Design Services, LLC Roanoke, VA May 2007 - Current 9
University Of Wisconsin - River Falls River Falls, WI Aug 2005 - Current 11
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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