Purpose Comprehensive Wealth Management, LLC

Mandisa Landry is a financial advisor with Purpose Comprehensive Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Purpose Comprehensive Wealth Management in 2023, she worked at Wells Fargo in various capacities from 2012 to 2022. She is also licensed as an insurance agent and has experience in insurance product sales. Purpose Comprehensive Wealth Management LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment approaches, including asset allocation and technical analysis, managing $131 million in discretionary assets through a team of seven advisors.

Aaron Olson is a financial advisor at Purpose Comprehensive Wealth Management, LLC with 19 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, Wells Fargo Clearing, and U.S. Bancorp Investments, Inc. He holds Series 63 and Series 65 licenses. Purpose Comprehensive Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment approaches tailored to client objectives and risk tolerances, managing $131 million in discretionary assets with a team of seven advisors.