Advisor at Olson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Olson Wealth Management, Inc.
Location
Sarasota, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
James Olson is a CFP® professional with over 30 years of experience in the financial services industry. He is the principal advisor at Olson Wealth Management, Inc., an independent firm he founded in 2013, and has been affiliated with LPL Financial since 2003. Olson also serves as a trustee for several family trusts. Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering customized asset allocation and ongoing portfolio management through mutual funds, ETFs, fixed income, and other instruments. The firm manages accounts on a discretionary basis, tailoring portfolios to clients’ financial situations, goals, and risk tolerance.
up to 1.2% annually
Sarasota, FL
Florida
Olson Wealth Management, Inc
2014 - Present (12 years)
Olson Wealth Management, Inc.
2013 - Present (13 years)
LPL Financial
2003 - Present (23 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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