Advisor at Wedbush Securities 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.
Location
Gleneden Beach, OR
Credentials
Series 63, Series 65
Industry experience
22 years
Wendy Olson is a financial advisor at Wedbush Securities Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at StanCorp Equities, NYSE Chicago, and PostNet. She is based in Gleneden Beach, Oregon. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and provides both discretionary and non-discretionary managed account solutions alongside clearing, custodial, and prime services.
Based on Wedbush Securities Inc.
Based on Wedbush Securities Inc.
$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable
Transaction-based fees for Discretionary Managed Transactional (DMT) accounts; commissions retained by WS when acting as broker
Account minimum: $25,000 Minimum fee: $250 annually for DMI-IC accounts; $500 annually for SDI-IC accounts; $1,000 annually for MMA, SMA, UMA accounts Fee-only: Financial Planning fees charged separately based on complexity and time allocated; negotiable fees for advisory services
Gleneden Beach, OR
Oregon
Wedbush Securities Inc.
2021 - Present (5 years)
StanCorp Equities, Inc./StanCorp Investment Advisers
2020 - 2021 (1 year)
NYSE Chicago, Inc.
2016 - 2019 (3 years)
PostNet
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Gleneden Beach, OR
Advisory Services Network
Donald Leek is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Vision Capital Management, Inc. for nine years before joining Advisory Services Network in 2017. Outside of advising, he is a licensed real estate broker with Great Western Real Estate. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.
Series 66
Philomath, OR
Ameriprise
Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.
CFP®, Series 66
Lincoln City, OR
Edward Jones
CFP®, Series 66
Lincoln City, OR
LPL Financial
Duane Silbernagel is a CFP® professional with 15 years of experience, currently affiliated with LPL Financial since 2021. His background includes roles at Waddell and Reed, Inc. and various insurance agencies, as well as involvement in local nonprofit organizations such as Family Promise of Lincoln County and the North Lincoln Hospital Foundation Board of Directors. Outside of financial advising, he has operated small businesses including Silbernagel Firewood, LLC and Silbernagel Excavation, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, a range of investment models and strategies, and offers both advisory and brokerage solutions tailored to client needs.
Series 66
Lincoln City, OR
Edward Jones
Series 66
Lincoln City, OR
Edward Jones
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