Robert Olsen Wealth Group, P.c.
Robert Olsen Wealth Group, P.c. (CRD# 135748) is a financial advisory firm headquartered in Chesterfield, MO. They manage $26,862,122 in 223 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts223ACCOUNTS
Average Account Value$120,458
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Olsen (CRD# 1610055) is an Investment Advisor Representative working at Robert Olsen Wealth Group, P.c. in Chesterfield, MO and has over 20 years of experience in the finance industry. Robert Olsen 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.