Berthel A. Olsen

KEYSTONE WEALTH ADVISORS

Minneapolis, MN 55402

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CRD#: 2954239

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 Minneapolis, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Olsen Iii

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 Berthel Andrew Olsen III's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 4, 2011 - Present

KEYSTONE WEALTH ADVISORS, INCORPORATED

Office #1: 150 South Fifth Street Suite 3100, Minneapolis, MN 55402

RIA

CRD#: 153418

Minneapolis, MN

Past

May 10, 2010 - December 31, 2010

KEYSTONE WEALTH ADVISORS, INCORPORATED

RIA

CRD#: 153418

MINNEAPOLIS, MN

Past

February 1, 2008 - June 1, 2010

CAPITAL MANAGEMENT ASSOCIATES INC

RIA

CRD#: 105010

MINNEAPOLIS, MN

Past

May 3, 2004 - June 1, 2010

CAPITAL MANAGEMENT SECURITIES, INC.

CRD#: 10579

MINNEAPOLIS, MN

Past

March 2, 1998 - May 25, 2004

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 23, 1997 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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".

KEYSTONE WEALTH ADVISORS, INCORPORATED

CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA

Registered Investment Advisory firm - (4/30/2010 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

Minnesota
(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

State Security Law Exam

IAR

Series 66

Date: 10/31/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/22/1997

General Securities Representative Examination

Current Firm

KEYSTONE WEALTH ADVISORS, INCORPORATED

CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA

Registered Investment Advisory firm - (4/30/2010 Approved)

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Contact information

Main Address

150 South Fifth Street Suite 3100, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 465-8118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B OLSEN AND CARLSON (7/1/2025)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 191,425,402

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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Berthel A. Olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Berthel Andrew Olsen III's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYSTONE WEALTH ADVISORS, INCORPORATED

KEYSTONE WEALTH ADVISORS, INCORPORATED

CAPITAL MANAGEMENT ASSOCIATES INC

CAPITAL MANAGEMENT SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

KEYSTONE WEALTH ADVISORS, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/1997

Series 7

Date: 10/22/1997

Current Firm

KEYSTONE WEALTH ADVISORS, INCORPORATED

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEYSTONE WEALTH ADVISORS, INCORPORATED

TRUST BUT VERIFY

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