Beau Olson, financial advisor Winter Park FL

Beau Olson

CRD Number: 6735529
Current Firm: Della Parola Capital Management

Beau Olson (CRD# 6735529) is an Investment Advisor Representative working at Della Parola Capital Management in Winter Park, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Winter Park FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Winter Park FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Winter Park FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name Location Dates Years
Della Parola Capital Management, LLC Winter Park, FL Apr 2020 - Current 4
Cologix Inc. Denver, CO Sep 2018 - Feb 2021 2
Schweitzer Engineering Laboratories (sel) Pullman, WA Oct 2017 - Sep 2018 < 1
Washington State University Pullman, WA Aug 2014 - May 2018 3
Northwestern Mutual Seattle, WA Apr 2017 - Mar 2018 < 1
Eagle Creek Land And Development Kent, WA May 2016 - Jan 2017 < 1
Curtis High School University Place, WA Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Beau R. Olson
Phone Number: 407-559-9757
Firm Website: http://dellaparola.com/
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $4,580,385
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.