Olson Investment Advisors, LLC

Olson Investment Advisors, LLC (CRD# 104890) is a financial advisory firm headquartered in Seattle, WA. They manage $126,904,375 in 467 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $271,744
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV, WA

Financial Advisors at Olson Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Goldman
CRD#: 2217350
520 Pike Street #2225, Seattle, WA 98101
96
Wealthminder
score

Daniel Goldman (CRD# 2217350) is an Investment Advisor Representative working at Olson Investment Advisors, LLC in Seattle, WA and has over 14 years of experience in the finance industry.

2
Dwight H. Olson
CRD#: 804430
520 Pike Street, #2225, Seattle, WA 98101
93
Wealthminder
score

Dwight Olson (CRD# 804430) is an Investment Advisor Representative working at Olson Investment Advisors, LLC in Seattle, WA and has over 35 years of experience in the finance industry.

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