Stein A. Olavsrud

FBB CAPITAL PARTNERS

EASTON, MD 21601

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CRD#: 4055485

Professional summary

Stein Andre Olavsrud, CFP® is a registered financial advisor currently at FBB CAPITAL PARTNERS located in Easton, Maryland.

Stein is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stein has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Stein Andre Olavsrud'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: 2013

Experience

Current

June 7, 2004 - Present

FBB CAPITAL PARTNERS

Office #1: 117 Bay Street Suite A-1, Easton, MD 21601

RIA

CRD#: 108967

EASTON, MD

Past

April 5, 2001 - May 18, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

VIENNA, VA

Past

October 25, 2000 - May 18, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

December 7, 1999 - October 19, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 7, 1999 - October 19, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA

Registered Investment Advisory firm - (8/4/2000 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

Maryland
(6/7/2004)

IAR

Texas
(9/20/2019)

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: 12/13/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/29/1999

General Securities Representative Examination

Current Firm

FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA

Registered Investment Advisory firm - (8/4/2000 Approved)

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Contact information

Main Address

4520 East-west Highway Suite 450, Bethesda, MD 20814

Mailing Address

Phone number

(301) 657-8870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts	2,990
AUM (Assets Under Management)	$ 2,161,443,887

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Stein A. Olavsrud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stein Andre Olavsrud's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBB CAPITAL PARTNERS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FBB CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/1999

Series 7

Date: 11/29/1999

Current Firm

FBB CAPITAL PARTNERS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBB CAPITAL PARTNERS

TRUST BUT VERIFY

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