Michael Olesen, financial advisor Morristown NJ

Michael Olesen

CRD Number: 1635079
Current Firm: Private Advisor Group, LLC

Michael Olesen (CRD# 1635079) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Sep 2019 - Current 2
Advantage Investment Mgnt LLC Cedar Rapids, IA Jul 2017 - Current 4
Lpl Financial LLC Geneva, IL Jul 2012 - Current 9
National Planning Corporation Geneva, IL May 2003 - Jul 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Michael D. Olesen
Phone Number: 973-538-7010
Firm Website: http://www.bwwealth.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,086
    MILLIONS
  • Total Number of Accounts
    103,826
    ACCOUNTS
  • Average Account Value
    $289,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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