Mark D. Olson
CORNERSTONE PLANNING GROUP
Austin, TX 78731
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CRD#: 2009157
Professional summary
Mark Dean Olson, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Austin, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mark has worked at 6 firms and has passed the Series 63, SIE, 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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 6/2013] [OPERATING UNDER THE DBA NAME OF HORIZON WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: EDISON, NJ; START DATE: 07/2013] [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; 34 STRYKER CT. BRIDGEWATER, NJ; START DATE 12/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Hill Country Conservancy; A local non-profit whose mission is to conserve land in the hill country of Texas so that it does not all become residences and businesses.; P.O. Box 163125 Austin, TX 78716; Start Date 09/2020; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours;I have helped out at fundraising events with setup & breakdown of tables/chairs etc. and greeting of guests attending the events. Also, I am an at large member of the finance committee but do not have a vote on the board relating to the activities of the organization] [NAIFA - Austin; Local chapter of NAIFA here in Austin. Hold monthly meetings for members and have speakers at each meeting. Primary focus is continuing education and ethics of financial professionals. This is a change of the approved OBA because SFSP & NAIFA merged.; P.O. Box 33382, Fort Worth, TX 76162; Start Date 09/2020; Role/Title: Officer; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Million Dollar Round Table Community Leader; MDRT is a financial services trade association and I am an MDRT Volunteer - Promote membership in MDRT Book clubs, attending MDRT Annual meetings each June, attend meetings at MDRT headquarters in Chicago; 325 West Touhy Ave Park Ridge IL 60068; Start Date 09/2023; Role/Title: Volunteer; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; I am responsible for promoting Book Clubs inside of MDRT.] [St. Martin's Lutheran Church Endowment; My church has an endowment that determines annual distributions to the church and other charitable organizations. The endowment is a 501c3 charity.; 606 W 15th St. Austin, TX 78701; Start Date 05/2024; Role/Title: Board Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Endowment holds securities. As a member of the endowment board, I will be one of 9 members who monitor the financials, meets with the investment managers, determines annual distributions, and promotes giving to the fund.]
CRS (Client Relationship Summary) - RIA
Click below to view Mark Dean Olson'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®
CFP®
Start date: 1998
Experience
Current
August 20, 2025 - Present
CORNERSTONE PLANNING GROUP
Office #1: 3305 Northland Drive, Suite 412, Austin, TX 78731RIA
CRD#: 307189
Austin, TX
Past
December 18, 2012 - August 26, 2025
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SOMERVILLE, NJ
Past
December 13, 2012 - August 26, 2025
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SOMERVILLE, NJ
Past
March 19, 2004 - November 29, 2012
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
MADISON, NJ
Past
July 31, 2002 - February 27, 2004
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BERKLEY HEIGHTS, NJ
Past
February 26, 1990 - February 27, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 26, 1990 - February 27, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 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
Texas(8/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH
CRD#: 307189 / SEC#: 801-118222
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Passaic Avenue Suite 201, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 487-3220
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,646 |
| AUM (Assets Under Management) | $ 650,035,096 |
Red Flags
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