Donald G. Olson
Professional summary
Donald Gregg Olson, CIMA®, who also goes by Gregg Olson, is a registered financial advisor currently at RESOLVE CAPITAL MANAGEMENT LLC located in Sioux Falls, South Dakota.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Donald has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Gregg Olson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2012 - Present
RESOLVE CAPITAL MANAGEMENT LLC
Office #1: 3500 S Phillips Avenue Suite 200, Sioux Falls, SD 57105September 20, 2010 - December 31, 2011
RESOLVE CAPITAL MANAGEMENT LLC
May 27, 2005 - October 7, 2010
RAYMOND JAMES & ASSOCIATES, INC.
May 20, 2005 - October 7, 2010
RAYMOND JAMES & ASSOCIATES, INC.
January 28, 1997 - May 25, 2005
MORGAN STANLEY DW INC.
September 16, 1994 - May 25, 2005
MORGAN STANLEY DW INC.
September 16, 1991 - October 22, 1994
UBS FINANCIAL SERVICES INC.
May 23, 1989 - September 23, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2024)
(2/21/2012)
Exams
Current Firm
RESOLVE CAPITAL MANAGEMENT LLC
CRD#: 154965 / SEC#: 801-71834
Contact information
Regulatory assets under management
| Total Number of Accounts | 149 |
| AUM (Assets Under Management) | $ 39,544,690 |
Red Flags
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