Kenneth Olson, financial advisor New Braunfels TX

Kenneth Olson

CRD Number: 6084972
Current Firm: Olson Wealth Management

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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Company Name Location Dates Years
Olson Wealth Management New Braunfels, TX Dec 2014 - Current 9
Blackridge Asset Management, LLC Williamsville, NY Sep 2016 - Sep 2019 3
Peak Brokerage Services LLC Palm Beach Gardens, FL Aug 2016 - Sep 2019 3
Kaarlsen Financial Strategies Group San Antonio, TX Sep 2016 - Sep 2017 1
Next Financial Group Houston, TX Nov 2012 - Aug 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kenneth W. Olson
Phone Number: (210) 860-7338
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • 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

MN, TX

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