Olson Tax & Financial Planning

Olson Tax & Financial Planning (CRD# 147799) is a financial advisory firm headquartered in , . They manage $25,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.olsontfp.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $2,272,727
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Olson Tax & Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Olson, financial advisor Forest Hills NY
Daniel D. Olson
CRD#: 1353012
Forest Hills, NY

Daniel Olson (CRD# 1353012) is an Investment Advisor Representative working at Olson Tax & Financial Planning in Forest Hills, NY and has over 24 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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