Olson Wealth Management, Inc.
Olson Wealth Management, Inc. (CRD# 169452) is a financial advisory firm headquartered in , . They manage $26,261,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$308,953
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
James Olson (CRD# 2388461) is an Investment Advisor Representative working at Olson Wealth Management, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry. James Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.