Bradley M. Olson

O2 INVESTMENTS LLC

CENTERVILLE, OH 45458

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CRD#: 2325042

Professional summary

Bradley Mark Olson, who also goes by Brad Olson, is a registered financial advisor currently at O2 INVESTMENTS LLC located in Centerville, Ohio.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Bradley has worked at 12 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad 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.

MAGELLAN FINANCIAL; INVESTMENT RELATED; 1315 SW ARROWHEAD RD, TOPEKA, KS 66604; INSURANCE SALES; INSURANCE AGENT; STARTED 09/2021; 80 HOURS/MO; 80 HOURS/MO DURING SECURITIES TRADING HOURS; SALES OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Mark 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®

None

Experience

Current

July 28, 2025 - Present

O2 INVESTMENTS LLC

Office #1: 8075 Washington Village Drive, Centerville, OH 45458

RIA

CRD#: 337334

CENTERVILLE, OH

Past

June 4, 2024 - January 7, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

HENDERSON, NV

Past

January 24, 2022 - May 31, 2024

OMEGA WEALTH PRIVATE CAPITAL LLC

RIA

CRD#: 318012

CINCINNATI, OH

Past

March 1, 2019 - March 28, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

CINCINNATI, OH

Past

October 2, 2014 - March 1, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

CINCINNATI, OH

Past

April 15, 2010 - October 19, 2011

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

MASON, OH

Past

November 16, 2006 - April 1, 2010

FOUNDATION ADVISORS, LLC

RIA

CRD#: 141309

MASON, OH

Past

February 22, 2005 - May 24, 2005

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

MASON, OH

Past

February 18, 2005 - May 24, 2005

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

November 5, 2002 - October 18, 2004

NEW ENGLAND SECURITIES

RIA

CRD#: 615

CINCINNATI, OH

Past

August 26, 2002 - October 18, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

October 29, 1996 - August 28, 2002

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

April 1, 1996 - October 7, 1996

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

October 6, 1994 - February 7, 1996

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

March 12, 1993 - September 26, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 12, 1993 - September 26, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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
(7/28/2025)

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: 7/5/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/9/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

O2 INVESTMENTS LLC

CRD#: 337334 / SEC#:

Ohio

Registered Investment Advisory firm - (6/23/2025 Approved)

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Contact information

Main Address

8075 Washington Village Drive, Centerville, OH 45458

Mailing Address

Phone number

(513) 460-2459

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Bradley M. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Mark Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

OMEGA WEALTH PRIVATE CAPITAL LLC

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

FOUNDATION ADVISORS, LLC

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

EQUITY SERVICES, INC.

FORTH FINANCIAL SECURITIES, CORPORATION

FORTH FINANCIAL SECURITIES, CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2006

Series 63

Date: 11/22/1994

Series 6

Date: 3/9/1993

Current Firm

O2 INVESTMENTS LLC

Contact information

Documents

Red Flags

Company Information

O2 INVESTMENTS LLC

TRUST BUT VERIFY

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