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David George Olson

ChFC®
JOURNEY WEALTH MANAGEMENT
CLEVELAND, OH
·CRD# 2242624·34 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

ChFC®
Chartered Financial Consultant

Years of Experience

34 years in the financial services industry

Current & Past Employments

JOURNEY WEALTH MANAGEMENT·CRD# 298904
RIA
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122
August 29, 2022 - Present
JOURNEY WEALTH MANAGEMENT·CRD# 298904
RIA
Cleveland, OH
August 23, 2022 - August 26, 2022
BEACON FINANCIAL ADVISORY LLC·CRD# 174334
RIA
Cleveland, OH
May 11, 2015 - October 20, 2022
CAPITAL ANALYSTS·CRD# 162200
RIA
Cleveland, OH
December 6, 2012 - August 9, 2022
LINCOLN INVESTMENT·CRD# 519
RIA
Cleveland, OH
June 1, 2012 - June 1, 2015
LINCOLN INVESTMENT·CRD# 519
BD
Cleveland, OH
June 1, 2012 - August 9, 2022
CINCINNATI ANALYSTS, INC.·CRD# 5478
RIA
Cleveland, OH
April 26, 2010 - June 1, 2012
CINCINNATI ANALYSTS, INC.·CRD# 5478
BD
Cleveland, OH
April 23, 2010 - June 1, 2012
SANDERS MORRIS LLC·CRD# 20580
RIA
Beachwood, OH
January 3, 2007 - May 21, 2010
SANDERS MORRIS LLC·CRD# 20580
BD
Beachwood, OH
January 3, 2007 - May 21, 2010
OSAIC FA, INC.·CRD# 3978
RIA
Cleveland, OH
May 12, 1999 - January 4, 2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
June 15, 1992 - May 8, 2006
OSAIC FA, INC.·CRD# 3978
BD
Cleveland, OH
June 15, 1992 - January 4, 2007

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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 - SEC (10/24/2018 Approved)

Contact Information

Main Address

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

Phone Number

(216) 468-1333

# of Employees

27

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 03 FSM JOURNEY ADV PART 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

879

AUM (Assets Under Management)

$1,387,419,659

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/16/2026Cover PageReport
09/18/2025Cover PageReport
10/03/2024Cover PageReport
09/21/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (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.
IAR
Ohio
(8/29/2022)
IAR
Texas
(9/9/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1992About the Series 6 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2011About the Series 4 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David George Olson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DO
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