Bradley OlsonCRD Number: 1050957
Current Firm: Questar Asset Management, Inc.
Bradley Olson (CRD# 1050957) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Waukesha, WI and has over 28 years of experience in the finance industry. Bradley Olson 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.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Questar Capital Corporation||Minneapolis, MN||Jun 2013 - Current||3|
|Questar Asset Management||Minneapolis, MN||Jun 2013 - Current||3|
|Oak Tree Financial Services||Waukesha, WI||Aug 2009 - Current||7|
|Walnut Street Securities||Green Lake, WI||Aug 2009 - Jun 2013||3|
|Unemployed||Waukesha, WI||Mar 2009 - Aug 2009||< 1|
|Landaas & Company||Milwaukee, WI||Aug 2003 - Mar 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV