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Keith P. Olshove

OLD MISSION INVESTMENT COMPANY
TRAVERSE CITY, MI 49686
Some features on this profile are disabled
CRD#: 1624335
KO

Professional summary

Keith Phillip Olshove, AIF®, who also goes by Keith P Olshove, is a registered financial advisor currently at OLD MISSION INVESTMENT COMPANY, LLC located in Traverse City, Michigan.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Keith has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Keith P Olshove

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.
KEITH P. OLSHOVE SERVES ON THE INVESTMENT COMMITTEE OF OLD MISSION TRUST COMPANY, SERVING AS A MEMBER OF THE COMMITTEE. SERVICES PROVIDED INCLUDE TRUST ADMINISTRATION, INVESTMENT MANAGEMENT, TAX MANAGEMENT AND OTHER RELATED FIDUCIARY SERVICES COMMENSURATE WITH HIS PARTICIPATION IN OMT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Phillip Olshove's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 17, 2014 - Present

OLD MISSION INVESTMENT COMPANY, LLC

Office #1: 880 Munson Avenue Suite B, Traverse City, MI 49686
RIA
CRD#: 140381
TRAVERSE CITY, MI
Past

May 22, 1990 - December 31, 1990

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
Past

February 7, 1987 - May 14, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

February 7, 1987 - May 14, 1990

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OM
OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY, LLC

CRD#: 140381 / SEC#: 801-66666

RIA
Registered Investment Advisory firm - (5/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(4/17/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/19/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OM
OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY, LLC

CRD#: 140381 / SEC#: 801-66666

RIA
Registered Investment Advisory firm - (5/17/2006 Approved)
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Contact information

Main Address
880 Munson Avenue Suite B, Traverse City, MI 49686
Mailing Address
Phone number
(231) 929-4100
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts2,052
AUM (Assets Under Management)$ 890,838,064

Red Flags

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.

Company Information

OLD MISSION INVESTMENT COMPANY, LLC

CRD#: 140381Traverse City, MI 49686

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