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For Advisors
CO

Clayton J. Olson

GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, CO 80525
Some features on this profile are disabled
CRD#: 4248155
CO

Professional summary

Clayton Jon Olson, who also goes by Clay Olson, Clayton J. Olson, Clayton Olson, is a registered financial advisor currently at GROWSTRONG WEALTH STRATEGIES located in Fort Collins, Colorado.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Clayton has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clay Olson | Clayton J. Olson | Clayton 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Jon Olson'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®
None

Experience

Current

July 9, 2020 - Present

GROWSTRONG WEALTH STRATEGIES

Office #1: 736 Whalers Way Suite G100, Fort Collins, CO 80525
RIA
CRD#: 308299
FORT COLLINS, CO
Past

August 9, 2018 - December 31, 2020

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
LOVELAND, CO
Past

August 7, 2018 - July 13, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Fort Collins, CO
Past

January 6, 2012 - August 8, 2018

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
FORT COLLINS, CO
Past

January 6, 2012 - August 8, 2018

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
FORT COLLINS, CO
Past

April 27, 2007 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
FORT COLLINS, CO
Past

April 12, 2002 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
FORT COLLINS, CO
Past

January 9, 2002 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

October 16, 2000 - December 18, 2001

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, 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".
GW
GROWSTRONG WEALTH STRATEGIES
BRETT REID WEALTH MANAGEMENT | GUIDED WEALTH STRATEGIES, LLC. | GROWSTRONG WEALTH STRATEGIES, LLC | GROWSTRONG WEALTH STRATEGIES | GROWSTRONG 401K

CRD#: 308299 / SEC#: 801-120506

RIA
Registered Investment Advisory firm - (3/12/2021 Approved)
Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)
Kansas
Registered Investment Advisory firm - (3/22/2021 Terminated)
Montana
Registered Investment Advisory firm - (3/22/2021 Terminated)

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
Colorado
(7/9/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/13/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/25/2003
Investment Company Products/Variable Contracts Principal Examination

Current Firm

GW
GROWSTRONG WEALTH STRATEGIES
BRETT REID WEALTH MANAGEMENT | GUIDED WEALTH STRATEGIES, LLC. | GROWSTRONG WEALTH STRATEGIES, LLC | GROWSTRONG WEALTH STRATEGIES | GROWSTRONG 401K

CRD#: 308299 / SEC#: 801-120506

RIA
Registered Investment Advisory firm - (3/12/2021 Approved)
Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)
Kansas
Registered Investment Advisory firm - (3/22/2021 Terminated)
Montana
Registered Investment Advisory firm - (3/22/2021 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
736 Whalers Way Suite G100, Fort Collins, CO 80525
Mailing Address
Phone number
(866) 535-2774
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SEC (3/19/2025)

Regulatory assets under management

Total Number of Accounts526
AUM (Assets Under Management)$ 103,273,593

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.

Company Information

GROWSTRONG WEALTH STRATEGIES

CRD#: 308299Fort Collins, CO 80525

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