Olson Investment Advisors, LLC

Olson Investment Advisors, LLC (CRD# 104890) is a financial advisory firm headquartered in Bellevue, WA. They manage $143,037,175 in 347 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1715 114th Ave Se, Suite 200, Bellevue, WA 98004
http://www.olson-investments.com
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $412,211
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, MI, TX, WA

Financial Advisors at Olson Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Goldman, financial advisor Bellevue WA
Daniel J. Goldman
CRD#: 2217350
1715 114th Ave Se, Suite 200, Bellevue, WA 98004

Daniel Goldman (CRD# 2217350) is an Investment Advisor Representative working at Olson Investment Advisors, LLC in Bellevue, WA and has over 21 years of experience in the finance industry.

2
Dwight Olson, financial advisor Bellevue WA
Dwight H. Olson
CRD#: 804430
1715 114th Ave Se, Suite 200, Bellevue, WA 98004

Dwight Olson (CRD# 804430) is an Investment Advisor Representative working at Olson Investment Advisors, LLC in Bellevue, WA and has over 41 years of experience in the finance industry.

3
Sheryl Reibman Hoyt, financial advisor Bellevue WA
Sheryl L. Reibman Hoyt
CRD#: 2010387
1715 114th Ave Se, Suite 200, Bellevue, WA 98004

Sheryl Reibman Hoyt (CRD# 2010387) is an Investment Advisor Representative working at Olson Investment Advisors, LLC in Bellevue, WA and has over 27 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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