Robert P. Olson

FISHER\SMB

CARROLLTON, TX 75007

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CRD#: 2756842

Professional summary

Robert Patrick Olson, who also goes by Robert P Olson, is a registered financial advisor currently at FISHER\SMB located in Carrollton, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Robert P 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Patrick 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

September 15, 2026 - Present

FISHER\SMB

Office #1: 4100 International Parkway Suite 2000, Carrollton, TX 75007

RIA

CRD#: 331205

CARROLLTON, TX

Past

March 20, 2024 - July 22, 2026

M FINANCIAL ASSET MANAGEMENT, INC.

RIA

CRD#: 136694

PORTLAND, OR

Past

September 12, 2023 - July 22, 2026

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

Dallas, TX

Past

September 12, 2023 - July 22, 2026

M HOLDINGS SECURITIES, INC.

CRD#: 43285

Dallas, TX

Past

February 9, 2021 - September 13, 2023

MORNINGSTAR INVESTMENT SERVICES LLC

RIA

CRD#: 112525

Dallas, TX

Past

February 9, 2021 - September 13, 2023

MORNINGSTAR INVESTMENT SERVICES LLC

CRD#: 112525

CHICAGO, IL

Past

September 1, 2011 - April 26, 2019

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

April 26, 2010 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA

CRD#: 104626

CHICAGO, IL

Past

April 23, 2010 - April 11, 2019

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

June 9, 2008 - August 27, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOUISVILLE, KY

Past

June 9, 2008 - August 27, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOUISVILLE, KY

Past

May 10, 2005 - August 21, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHICAGO, IL

Past

September 9, 1998 - August 21, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 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
(9/15/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 3/29/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 9/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 9/4/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 2/27/2025

General Securities Principal Examination

Current Firm

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

4100 International Parkway Suite 2000, Carrollton, TX 75007

Mailing Address

Phone number

(888) 674-4504

Established

Firm type

Fiscal year end

# of Employees

159

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/4/2026)

Regulatory assets under management

Total Number of Accounts	1,848
AUM (Assets Under Management)	$ 6,847,928,139

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

Robert P. Olson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Patrick Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

M FINANCIAL ASSET MANAGEMENT, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

MORNINGSTAR INVESTMENT SERVICES LLC

MORNINGSTAR INVESTMENT SERVICES LLC

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN FUND ADVISORS, LLC

NUVEEN SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

FISHER\SMB

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/29/2005

Series 63

Passed: 9/24/1998

SIE

Passed: 10/1/2018

Series 7

Passed: 9/4/1998

Series 24

Passed: 2/27/2025

Current Firm

FISHER\SMB

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FISHER\SMB

TRUST BUT VERIFY

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