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Mark Dean Olson

Mark D. Olson

CORNERSTONE PLANNING GROUP
Austin, TX 78731
Some features on this profile are disabled
CRD#: 2009157
Mark Dean Olson

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.

top-8-questions

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 Mark Dean Olson'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

CFP®

Certified Financial Planner

Start date: 1998

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

August 20, 2025 - Present

CORNERSTONE PLANNING GROUP

Office #1: 3305 Northland Drive, Suite 412, Austin, TX 78731
RIA
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
RR
Series 63
Date: 11/29/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/30/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/19/1990
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

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

FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts2,646
AUM (Assets Under Management)$ 650,035,096

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

CORNERSTONE PLANNING GROUP

CRD#: 307189Austin, TX 78731

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