OLSON WEALTH MANAGEMENT

Overview

Olson Wealth Management is an independent registered investment adviser organized as a limited liability company and owned privately. The firm serves both individuals and families as well as some institutional clients, providing fee-based financial planning and portfolio management for individuals and small businesses. Its advisory model includes hourly planning fees alongside asset-based charges. Olson also operates as an insurance broker and runs educational seminars and workshops. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives