Eric Olsen (CRD# 6604883) is an Investment Advisor Representative working at Olsen Family Financial, LLC in Worthington, OH and has over 8 years of experience in the finance industry. Eric Olsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Us Air Force | Columbus, OH | Aug 2021 - Current | 2 |
| Olsen Family Financial, LLC | Worthington, OH | Jan 2016 - Current | 8 |
| Us Air Force | Usaf Academy, CO | Jul 2018 - Aug 2021 | 3 |
| Us Air Force | Lexington, MA | Jul 2014 - Jun 2018 | 3 |
| Us Air Force | Alamogordo, NM | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- CO
- OH
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$62,766
- 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
- Educational seminars/workshops
CO, GA, OH, TX
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