Olson Wealth Management

Olson Wealth Management (CRD# 299426) is a financial advisory firm headquartered in New Braunfels, TX. They manage $13,711,562 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
468 S. Seguin Ave., Ste. 400-b, New Braunfels, TX 78130
https://olsonwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $207,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Olson Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Olson, financial advisor New Braunfels TX
Kenneth W. Olson
CRD#: 6084972
468 S. Seguin Ave., Ste. 400-b, New Braunfels, TX 78130

Kenneth Olson (CRD# 6084972) is an Investment Advisor Representative working at Olson Wealth Management in New Braunfels, TX and has over 11 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals