RO
Robert M. Olson
TLG ADVISORS
Phoenix, AZ 85016
Some features on this profile are disabled
CRD#: 3179940
RO
Professional summary
Robert Michael Olson, CFP®, who also goes by Mike Olson, Robert Michael Olson, is a registered financial advisor currently at TLG ADVISORS, INC. located in Phoenix, Arizona and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Olson | Robert Michael 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.
1.) KESTRA ADVISORY SERVICES LLC - 2/1/18 - 2398 W Camelback Road, Suite 320, Phoenix, AZ 85016 - Partner, Helping clients with their financial situation, Invt Rel, RA business, 96 hrs/mo; 84 hrs/mo (during trading hours). 2.) PIVOTAL FINANCIAL & INSURANCE PLLC - 11/28/99 - 1377 E Knight Lane, Tempe, AZ 85284 - Owner, Sell insurance & consult clients on business solutions, Invt Rel, Insurance business, 160 hrs/mo; 84 hrs/mo (during trading hours). 3.) WEALTHPOINT LLC - 2/1/18 - 2398 E Camelback Road, Suite 320, Phoenix, AZ 85016 - Partner, Work with clients to help them crystalize goals for their business and family, then bring ideas, products, strategies, other professional advisors that help solve their goals, Invt Rel, Insurance business, 160 hrs/mo; 120 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 2.18.25 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael 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®
Experience
Current
February 28, 2025 - Present
TLG ADVISORS, INC.
Office #1: 2398 W Camelback Road, Suite 320, Phoenix, AZ 85016RIA
CRD#: 111052
Phoenix, AZ
Current
February 18, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
February 1, 2018 - February 18, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
PHOENIX, AZ
Past
February 1, 2018 - February 18, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
PHOENIX, AZ
Past
February 11, 2011 - February 1, 2018
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
PHOENIX, AZ
Past
January 20, 2011 - February 1, 2018
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PHOENIX, AZ
Past
February 20, 2001 - January 14, 2011
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SCOTTSDALE, AZ
Past
February 1, 2000 - January 14, 2011
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SCOTTSDALE, AZ
Past
January 28, 2000 - January 28, 2000
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
February 16, 1999 - January 31, 2000
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
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".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/18/2025)
IAR
Arizona(2/28/2025)
RR
California(2/18/2025)
RR
Colorado(2/18/2025)
RR
Florida(2/18/2025)
RR
Georgia(2/18/2025)
RR
Hawaii(3/10/2025)
RR
Idaho(2/18/2025)
RR
Michigan(2/18/2025)
RR
Nevada(2/18/2025)
RR
New Jersey(2/18/2025)
RR
North Carolina(2/20/2025)
RR
North Dakota(2/18/2025)
RR
Ohio(2/18/2025)
RR
South Carolina(2/18/2025)
RR
Texas(2/18/2025)
RR
Utah(2/18/2025)
RR
Virginia(2/18/2025)
RR
Washington(2/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
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.
