Berthel Andrew Olsen Iii
CFP®Professional Summary
Berthel Andrew Olsen III, CFP®, who also goes by Andy Olsen III, is a registered financial advisor currently at KEYSTONE WEALTH ADVISORS, INCORPORATED located in Eagan, Minnesota. Berthel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Berthel has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andy Olsen Iii
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED
Contact Information
Main Address
2640 Eagan Woods Drive, Eagan, MN 55121Phone Number
(612) 465-8118# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$201,352,666Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED
State Registrations and Notice Filings
(11/14/2013)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Berthel Andrew Olsen III's CRS (Customer Relationship Summary).
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