D. Michael Olson
CFP®Professional Summary
D. Michael Olson, CFP®, who also goes by David Michael Olson, Michael Olson, was a registered financial advisor. D. was a previously registered financial professional and started their career in finance 1982 - 2024. D. had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Michael Olson, Michael Olson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
DAVID MICHAEL OLSON | OLSON, DAVID MICHAEL | OLSON MANAGEMENT, LLC | OLSON MANAGEMENT
Contact Information
Main Address
Newport Beach, CAPhone Number
(949) 463-9415# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
41AUM (Assets Under Management)
$14,658,047Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1982About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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