Samuel Olson (CRD# 6698521) is an Investment Advisor Representative working at Bonsai Financial in Phoenix, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bonsai Financial Services, LLC | Phoenix, AZ | Aug 2019 - Current | 4 |
| Bonsai Insurance Services, LLC | Phoenix, AZ | Aug 2019 - Current | 4 |
| Secured Retirement Advisors, LLC | St. Louis Park, MN | Dec 2017 - Jul 2019 | 1 |
| Impark | Saint Paul, MN | Dec 2015 - Feb 2018 | 2 |
| Strategy Financial Services | Phoenix, AZ | Apr 2016 - Dec 2017 | 1 |
| Homemaker | Minneapolis, MN | May 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- AZ
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$76,965
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ
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