Michael Olson, financial advisor San Antonio TX
93 score

Michael Olson

CRD Number: 5524739
Current Firm: Southern Wealth Management LLP

Michael Olson (CRD# 5524739) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Southern Wealth Investment Advisors LLC Dallas, TX May 2005 - Current 11
Southern Wealth Management, LLP San Antonio, TX Jan 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Michael L. Olson
Phone Number: 972-661-4600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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