Olsen Family Financial, LLC

Olsen Family Financial, LLC (CRD# 282627) is a financial advisory firm headquartered in , . They manage $5,900,000 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.olsenfamilyfinancial.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $62,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, GA, OH, TX

Financial Advisors at Olsen Family Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric Olsen, financial advisor Worthington OH
Eric S. Olsen
CRD#: 6604883
Worthington, OH

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.

2
Jay Page, financial advisor Worthington OH
Jay B. Page
CRD#: 7285795
Worthington, OH

Jay Page (CRD# 7285795) is an Investment Advisor Representative working at Olsen Family Financial, LLC in Worthington, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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