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DO

David R. Olsen

RETIREVEST FINANCIAL
Tampa, FL
Some features on this profile are disabled
CRD#: 1710644
DO

Professional summary

David Richard Olsen is a registered financial advisor currently at RETIREVEST FINANCIAL, LLC located in Tampa, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. David has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard Olsen's 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®
None

Experience

Current

September 3, 2025 - Present

RETIREVEST FINANCIAL, LLC

RIA
CRD#: 335771
Tampa, FL
Past

August 27, 2013 - October 30, 2024

ACCELERATE FINANCIAL GROUP, LLC

RIA
CRD#: 167985
TAMPA, FL
Past

October 9, 2008 - August 22, 2013

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

September 13, 2005 - June 16, 2006

USALLIANZ SECURITIES, INC.

RIA
CRD#: 40875
QUINCY, MA
Past

May 4, 2005 - September 6, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
QUINCY, MA
Past

January 21, 2000 - May 14, 2003

BROWNCO, LLC

BD
CRD#: 1326
BOSTON, MA
Past

July 2, 1998 - November 3, 1999

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

June 26, 1989 - June 19, 1990

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

June 26, 1989 - June 19, 1990

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
Florida
(9/3/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/9/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RF
RETIREVEST FINANCIAL, LLC
RETIREVEST FINANCIAL, LLC

CRD#: 335771 / SEC#:

Florida
Registered Investment Advisory firm - (9/3/2025 Approved)
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Contact information

Main Address
Tampa, FL
Mailing Address
Phone number
(617) 785-5100
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

RETIREVEST FINANCIAL, LLC

CRD#: 335771Tampa, FL

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