R.o.i.

R.o.i. (CRD# 116966) is a financial advisory firm headquartered in , . They manage $57,000,000 in 591 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $96,447
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX, UT

Financial Advisors at R.o.i.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin A. Olson
CRD#: 5507333
Lehi, UT 84043
103
Wealthminder
score

Benjamin Olson (CRD# 5507333) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 15+ years of experience in the finance industry. Benjamin 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 putclients' interests first and comply with the Financial Planning Practice Standards. Benjamin is also a Certified Public Accountant (CPA) and a member of NAPFA an organization for fee-only financial Advisors.

2
Joseph G. Olson
CRD#: 5507719
Lindon, UT 84042
103
Wealthminder
score

Joseph "Grant" Olson (CRD# 5507719) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 1 year of experience in the finance industry. Joseph 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Joseph "Grant" Olson grew up in the business. At a very young age (about 14 years old), he began working in R.O.I., learning the "nuts and bolts" of the Financial Planning/Invesetment Advisory business. As part of R.O.I.'s business plan, Grant began working full time in R.O.I. during 2003 (at the age of 24) and geared his entire higher education to be a finanical planner and investment advisor, business advisor, and, owner, in R.O.I.:

-Bachelor's Degree in Business Management 2003;
-Master's Degree in Business Adminstration 2004;
-CERTIFIED FINANCIAL PLANNER™ Certificant since 2004; &,
-NAPFA Member since 2007.

3
Ronald H. Olson
CRD#: 830680
Lindon, UT 84042
100
Wealthminder
score

Ronald Olson (CRD# 830680) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has over 27 years of experience in the finance industry. R.o.i. is a fee only RIA serving clients located primarily in Utah County and the Greater Salt Lake City region. R.o.i. also services clients throught the country with the use of video and phone technology.

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