D. M. Olson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
D. Michael Olson, CFP®, who also goes by David Michael Olson, Michael Olson, was a registered financial professional .
D. is a previously registered financial professional and started their career in finance in 1982. D. had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
April 8, 2019 - March 14, 2024
OLSON MANAGEMENT
November 29, 2016 - November 30, 2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
November 29, 2016 - December 31, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
November 15, 1991 - November 30, 2016
SECURITIES AMERICA, INC.
November 19, 1989 - November 21, 1991
OSAIC WEALTH, INC.
February 28, 1985 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
October 2, 1984 - March 8, 1985
TITAN/VALUE EQUITIES GROUP, INC.
March 13, 1984 - October 23, 1984
BRETCOURT SECURITIES CORPORATION
May 26, 1982 - July 16, 1984
FIRST DOMINION FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OLSON MANAGEMENT
CRD#: 112298 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 14,658,047 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
