Sheryl L. Olson

TPG FINANCIAL ADVISORS

PORTLAND, OR 97223

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CRD#: 2117245

Professional summary

Sheryl Lynn Olson, ChFC®, who also goes by Sheri Olson, Sheryl Olson, is a registered financial advisor currently at TPG FINANCIAL ADVISORS, LLC located in Portland, Oregon.

Sheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Sheryl has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheri Olson | Sheryl Olson

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.

1) Licensed to sell insurance under parent company The Partners Group, Ltd. 2) Buck's Executive Meet & Assist Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Lynn 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®

ChFC^®

Chartered Financial Consultant

Experience

Current

September 27, 2006 - Present

TPG FINANCIAL ADVISORS, LLC

Office #1: 11850 Sw 67th Avenue Suite 100, Portland, OR 97223

RIA

CRD#: 141153

PORTLAND, OR

Past

August 26, 2011 - December 31, 2013

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

PORTLAND, OR

Past

March 2, 2006 - December 31, 2008

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

PORTLAND, OR

Past

February 22, 2006 - June 4, 2019

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

PORTLAND, OR

Past

September 25, 2001 - March 2, 2006

CETERA ADVISORS LLC

RIA

CRD#: 10299

PORTLAND, OR

Past

April 4, 1994 - March 2, 2006

CETERA ADVISORS LLC

CRD#: 10299

PORTLAND, OR

Past

January 17, 1991 - April 7, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 17, 1991 - January 10, 1996

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

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".

TPG FINANCIAL ADVISORS, LLC

IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC

CRD#: 141153 / SEC#: 801-77417

RIA

Registered Investment Advisory firm - (12/20/2012 Approved)

California

Registered Investment Advisory firm - (1/19/2013 Terminated)

Oregon

Registered Investment Advisory firm - (12/20/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/20/2012 Terminated)

Washington

Registered Investment Advisory firm - (2/28/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(9/27/2006)

IAR

Texas
(1/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/13/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/15/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 8/1/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/30/1994

General Securities Principal Examination

Current Firm

TPG FINANCIAL ADVISORS, LLC

IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC

CRD#: 141153 / SEC#: 801-77417

RIA

Registered Investment Advisory firm - (12/20/2012 Approved)

California

Registered Investment Advisory firm - (1/19/2013 Terminated)

Oregon

Registered Investment Advisory firm - (12/20/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/20/2012 Terminated)

Washington

Registered Investment Advisory firm - (2/28/2013 Terminated)

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Contact information

Main Address

11850 Sw 67th Avenue Suite 100, Portland, OR 97223

Mailing Address

Phone number

(503) 241-9550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (RETIREMENT PLANS) (3/25/2025)

FORM ADV PART 2A (INDIVIDUALS) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,587
AUM (Assets Under Management)	$ 1,964,622,586

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.

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Advisor Monitoring

Firm Stability Insights

Sheryl L. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Lynn Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

TPG FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/1993

Series 63

Date: 1/23/1991

SIE

Date: 10/1/2018

Series 31

Date: 12/13/2004

Series 7

Date: 1/15/1991

Series 51

Date: 8/1/2003

Series 24

Date: 6/30/1994

Current Firm

TPG FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TPG FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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