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
Ronald H. Olson
CRD#: 830680
Lindon, UT
93
Wealthminder
score

Ronald Olson (CRD# 830680) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has over 26 years of experience in the finance industry.

2
Benjamin A. Olson
CRD#: 5507333
Lindon, UT
90
Wealthminder
score

Benjamin Olson (CRD# 5507333) is an Investment Advisor Representative working at R.o.i. in Lindon, UT and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph G. Olson
CRD#: 5507719
Lindon, UT
90
Wealthminder
score

Joseph 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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