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RO

Robert P. Olson

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CRD#: 2756842
RO
Robert Patrick Olson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Patrick Olson, who also goes by Robert P Olson, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

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.

BD
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

BD
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

BD
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.

BD
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.

BD
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".
MF
M FINANCIAL ASSET MANAGEMENT, INC.
DBA M WEALTH | M FINANCIAL WEALTH MANAGEMENT, INC. | M FINANCIAL ASSET MANAGEMENT, INC.

CRD#: 136694 / SEC#: 801-66320

RIA
Registered Investment Advisory firm - (2/24/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/2025
General Securities Principal Examination

Current Firm

MF
M FINANCIAL ASSET MANAGEMENT, INC.
DBA M WEALTH | M FINANCIAL WEALTH MANAGEMENT, INC. | M FINANCIAL ASSET MANAGEMENT, INC.

CRD#: 136694 / SEC#: 801-66320

RIA
Registered Investment Advisory firm - (2/24/2006 Approved)
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Contact information

Main Address
1125 Nw Couch St Ste 900, Portland, OR 97209
Mailing Address
Phone number
(503) 232-6960
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MFAM PART 2A FIRM BROCHURE (12/17/2025)
MFAM MPP PART 2A ADV WRAP FEE PROGRAM (10/2/2025)

Regulatory assets under management

Total Number of Accounts2,305
AUM (Assets Under Management)$ 1,499,627,378

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.

Company Information

M FINANCIAL ASSET MANAGEMENT, INC.

CRD#: 136694

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