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
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts66ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Olson Wealth Management
1
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.
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