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Ross Olson

Advisor at LPL Financial

Updated today
LPL Financial logo

Firm

LPL Financial

Location

New Richmond, WI 54017

Credentials

Series 66

Industry experience

12 years

Fee options

Fixed

Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.

Commissions

Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.

Project-based

Financial planning and consulting services fees may be hourly, up to $500 per hour.

Work history

Old National Bank

2025 - Present (1 year)

LPL Financial LLC

2025 - Present (1 year)

Raymond James Financial Services Advisors INC.

2016 - 2025 (9 years)

Bremer bank

2015 - 2025 (10 years)

Raymond James financial Services

2015 - 2025 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jose A

CFP®

Amery, WI

Harvest Horizon Wealth Strategies

Jose Alvarez is the founding advisor at Harvest Horizon Wealth Strategies, a fiduciary, fee‑only Registered Investment Adviser proudly veteran‑owned and based in Amery, Wisconsin. Born and raised in Wisconsin, Jose served ten years in the U.S. Army as a paratrooper and infantryman, including multiple combat deployments. In 2025, he founded the firm to break away from the brokerage world and bring structure, independence, and real-life discipline to his client's financial planning needs and lives. Harvest Horizon Wealth is structured to work with people of many different wealth backgrounds. From those who've built a very high level of net worth to those inheriting that wealth. From those who are still building their wealth to those who are expanding or starting to plan their exit from their business. Harvest Horizon Wealth Strategies strategically tailors its service - and cost - to account for the life stage, complexity, needs, and expectations of its clients. Outside of service, Jose is a husband, father, and beef rancher- rooted in Midwestern values and community. His approach combines military leadership, financial expertise, and a deep, down-to-earth connection with business, land, and legacy planning. Jose works closely with family wealth holders, wealth accumulators, ag-related business owners, and municipal reps to design customized plans that prioritize clarity today and prosperity tomorrow.

Wealth management Business ownership considerations Business Financial Management Founder/Business Owner Executive Gen X (Born 1965-1980)

Ryan C

Series 66

Amery, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner

Eric M

Series 66

Amery, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning
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Cheryl G

CFP®, Series 66

Star Prairie, WI

Kestra Advisory

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Alexander B

Series 66

Amery, WI

LPL Financial

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James H

Series 63, Series 65

Balsam Lake, WI

LPL Enterprise

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