DBA OLSON ASSOCIATES

Overview

DBA Olson Associates operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business model blends fee‑based advisory work with commissionable product distribution, reflecting roles as a registered representative of a broker‑dealer and as an insurance broker. On the investment side, the firm relies heavily on publicly traded pooled vehicles—mutual funds and other public funds—while acting as a capital allocator when directing client capital to third‑party managers. DBA Olson Associates is not an active ESG investor and does not position itself as a multi‑state or pension consultant adviser. The firm’s fee structure combines percentage‑of‑AUM fees, fixed fees, and commissions, which supports a mixed advisory/transactional offering for clients who want both ongoing advice and episodic product purchases.

Assets & Accounts

Investments & Alternatives

Location & Offices