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David G. Olson
JOURNEY WEALTH MANAGEMENT
Cleveland, OH 44122
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CRD#: 2242624
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Professional summary
David George Olson, ChFC® is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 4 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.
INTERNATIONAL BURN FOUNDATION POSITION: BOARD OF DIRECTORS AND FINANCE COMMITTEE, TREASURER NATURE: PRIVATE FOUNDATION INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2005 ADDRESS: 6915 EBENEEZER CHURCH RD, HILLSBOROUGH NC 27278 DESCRIPTION: SERVE ON THE BOARD OF DIRECTORS AND FINANCE COMMITTEE OVERSEEING FOUDNATION ASSETS. THE INTERNATIONAL BURN FOUNDATION AWARDS THE $100,000 TVB BURN PRIZE TO A PHYSICIAN EVERY 4 YEARS FOR THIER WORK IN THE ADVANCEMENT OF BURN TREATMENT. MY ROLE IS TO SERVE ON THE FINANCE COMMITTEE OVERSEEING THE BUDGET AND INVESTMENT OF $750,000 OF PORTFOLIO ASSETS. I HAVE NO DIRECT TRADING AUTHORITUY AND RECEIVE NO COMPENSATION AMERICAN PUNCH COMPANY POSITION: Owner 28% NATURE: Manufacturing of punches and ies INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/1990 ADDRESS: 1655 Century Corners Pkwy., Euclid OH 44132 DESCRIPTION: Part owner of family owned manufacturing business. I am on the Board of Directors and serve in the capacity of financial oversight and reporting FIRTH HOLDINGSCO. POSITION: 25% owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1997 ADDRESS: 1655 Century Corners Pkwy, Euclid OH 44132 DESCRIPTION: Family owned LLC which owns real estate. Currently, Firth owns two manaufacturing buildings (one is the factory for American Punch). I currenly provide financial oversight and reporting. LIFE INSURANCE AND FIXED ANNUITY SALES POSITION: I am licensed life inusrance and fixed annuities agent. NATURE: Life insurance and fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/01/1992 ADDRESS: 25825 Science Park, #110, Beachwood OH 44122, United States DESCRIPTION: Life iunsurnace and fixed annuity sales to clients FOREST HILL CHURCH ENDOWMENT FUND POSITION: Chairman of the Endowment Committee and Endowment Investment Committee. NATURE: Presbyterian Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 3031 Monticello Blvd., Cleveland Hts. OH 44118, United States DESCRIPTION: The Endowment Committee manages and investments of bequests recieved by the Church., Total assets are about $1.7 million and there is a 4% spending rule which is managed by the fund. I do not have access to the fund assets or trading authority. BEACON FINANCIAL ADVISORY LLC POSITION: Provide financial planning and investment advisory services NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2015 ADDRESS: 25825Science Park, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Investment Advisory represntative of RIA
CRS (Client Relationship Summary) - RIA
Click below to view David George 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®
Experience
Current
August 29, 2022 - Present
JOURNEY WEALTH MANAGEMENT
Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122RIA
CRD#: 298904
Cleveland, OH
Past
August 23, 2022 - August 26, 2022
JOURNEY WEALTH MANAGEMENT
RIA
CRD#: 298904
CLEVELAND, OH
Past
May 11, 2015 - October 20, 2022
BEACON FINANCIAL ADVISORY LLC
RIA
CRD#: 174334
CLEVELAND, OH
Past
December 6, 2012 - August 9, 2022
CAPITAL ANALYSTS
RIA
CRD#: 162200
CLEVELAND, OH
Past
June 1, 2012 - June 1, 2015
LINCOLN INVESTMENT
RIA
CRD#: 519
Cleveland, OH
Past
June 1, 2012 - August 9, 2022
LINCOLN INVESTMENT
BD
CRD#: 519
Cleveland, OH
Past
April 26, 2010 - June 1, 2012
CINCINNATI ANALYSTS, INC.
RIA
CRD#: 5478
CLEVELAND, OH
Past
April 23, 2010 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CLEVELAND, OH
Past
January 3, 2007 - May 21, 2010
SANDERS MORRIS LLC
RIA
CRD#: 20580
BEACHWOOD, OH
Past
January 3, 2007 - May 21, 2010
SANDERS MORRIS LLC
BD
CRD#: 20580
BEACHWOOD, OH
Past
May 12, 1999 - January 4, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
CLEVELAND, OH
Past
June 15, 1992 - May 8, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 15, 1992 - January 4, 2007
OSAIC FA, INC.
BD
CRD#: 3978
CLEVELAND, OH
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".
JW
JOURNEY WEALTH MANAGEMENT
FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC
CRD#: 298904 / SEC#: 801-114180
RIA
Registered Investment Advisory firm - (10/24/2018 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
Ohio(8/29/2022)
IAR
Texas(9/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
JW
JOURNEY WEALTH MANAGEMENT
FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC
CRD#: 298904 / SEC#: 801-114180
RIA
Registered Investment Advisory firm - (10/24/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122
Mailing Address
Phone number
(216) 468-1333
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 545 |
| AUM (Assets Under Management) | $ 940,749,181 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | ||
| 10/03/2024 | ||
| 09/21/2023 | ||
| 10/24/2022 |
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.
