Clayton J. Olson

GROWSTRONG WEALTH STRATEGIES

FORT COLLINS, CO 80525

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CRD#: 4248155

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.

1) NEW HORIZON FINANCIAL, INC.; NOT INVESTMENT RELATED; ADDRESS: 43 SANDSTONE DRIVE, JOHNSTOWN, CO, 80534; NATURE: FLOW THROUGH ENTITY FOR ADVISORY, SECURITIES AND INSURANCE REVENUE AS WELL AS OFFICE AND ADMINISTRATIVE EXPENSES; POSITION: PRESIDENT; APPROX. 1 HR/MONTH; APPROX. 1 HR/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MANAGE OFFICE EXPENSES. 2) GROWSTRONG WEALTH INSURANCE, LLC; INVESTMENT RELATED; FORT COLLINS, CO; INSURANCE- INSURANCE AGENT- 04/2020 - 10 hrs/mth- 10 during trading hrs- LIFE, LONG-TERM CARE AND DI INSURANCE SALE AND FIXED ANNUITIES SALES.

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

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

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.

CRD#: 114473

FORT COLLINS, CO

Past

January 9, 2002 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

October 16, 2000 - December 18, 2001

U.S. BANCORP INVESTMENTS, INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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 65

Date: 1/9/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/13/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/25/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

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 Accounts	526
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.

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Advisor Monitoring

Firm Stability Insights

Clayton J. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Jon Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL VIEW CAPITAL MANAGEMENT LLC

PURSHE KAPLAN STERLING INVESTMENTS

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

Primary Firm SEC Registration

GROWSTRONG WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2007

Series 63

Date: 10/19/2000

SIE

Date: 10/1/2018

Series 6

Date: 10/13/2000

Series 26

Date: 2/25/2003

Current Firm

GROWSTRONG WEALTH STRATEGIES

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GROWSTRONG WEALTH STRATEGIES

TRUST BUT VERIFY

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