CO
Craig J. Olson
VERGEPOINTE WEALTH MANAGEMENT
LAKE OSWEGO, OR 97035
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CRD#: 4086835
CO
Professional summary
Craig Jon Olson, CFP® is a registered financial advisor currently at VERGEPOINTE WEALTH MANAGEMENT, LLC located in Lake Oswego, Oregon.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Craig has worked at 5 firms and has passed the Series 66, Series 79 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.
(1) VERGEPOINTE TRANSACTIONS, LLC; LAKE OSWEGO, OR; M&A ASSET SALES AND OTHER CONSULTING; MANAGING DIRECTOR; NORMAL BUSINESS HOURS WHICH VARY AND COMPENSATION BASED ON ENGAGEMENT. (2) VERGEPOINTE LLP; LAKE OSWEGO, OR; CPA AND CONSULTING FIRM; NON SECURITIES BUSINESS; HOURS VARY BASED ON ASSIGNMENTS, DIVIDED BY OTHER VERGEPOINTE COMPANIES AND FIRMS TO TOTAL FULL-TIME EMPLOYMENT. (3) VERGEPOINTE CAPITAL, LLC; LAKE OSWEGO, OR; GENERAL PARTNER OF SEVERAL PRIVATE LIMITED PARTNERSHIPS; HOURS VARY. (4) VPACTC, LLC; MEMBER AND NON-INVESTMENT RELATED BUSINESS; HOLDING COMPANY FOR INVESTMENT OF CRIMSON TRACE CORPORATION; HOURS ARE MINIMAL AND COMPENSATION IS ZERO TO SMALL AND WOULD VARY BASED ON SHAREHOLDER DECISION MAKING. (5) INDEPENDENT INSURANCE REPRESENTATIVE; LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES; HOURS VARY. (5) SMC BUILDING LLC -&- FIFTEEN 400, LLC; LAKE OSWEGO, OR; LLC MEMBER; OFFICE RENTAL 15400 BOONES FERRY ROAD, LAKE OSWEGO; NOT INVESTMENT-RELATED; START DATE: 12/2024; 1-2 HOURS PER MONTH; SUPERVISOR.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Jon 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
October 28, 2009 - Present
VERGEPOINTE WEALTH MANAGEMENT, LLC
Office #1: 15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR 97035RIA
CRD#: 151425
LAKE OSWEGO, OR
Past
December 1, 2011 - July 24, 2012
STILLPOINT CAPITAL, LLC
BD
CRD#: 133146
TAMPA, FL
Past
August 4, 2003 - November 23, 2009
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
LAKE OSWEGO, OR
Past
May 9, 2003 - November 23, 2009
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
LAKE OSWEGO, OR
Past
February 28, 2002 - May 23, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
PORTLAND, OR
Past
January 31, 2002 - May 19, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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".
VW
VERGEPOINTE WEALTH MANAGEMENT, LLC
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD#: 151425 / SEC#: 801-70579
RIA
Registered Investment Advisory firm - (9/24/2009 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
Oregon(10/28/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VERGEPOINTE WEALTH MANAGEMENT, LLC
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD#: 151425 / SEC#: 801-70579
RIA
Registered Investment Advisory firm - (9/24/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5285 Meadows Road Suite 161, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 684-0100
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 259,912,303 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
