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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $308,953
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
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.

FL

Financial Advisors at Olson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James P. Olson
CRD#: 2388461
Sarasota, FL
86
Wealthminder
score

James Olson (CRD# 2388461) is an Investment Advisor Representative working at Olson Wealth Management, Inc. in Sarasota, FL and has over 23 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.

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