Christopher M. Olsen

OLSEN PALMER LLC

Dallas, TX 75201

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CRD#: 4663010

Professional summary

Christopher Matthew Olsen, who also goes by Christopher M. Olsen, Christopher Olsen, is a registered financial professional currently at OLSEN PALMER LLC located in Dallas, Texas.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2004. Christopher has worked at 5 firms and has passed the Series 63, Series 82TO, SIE, Series 79, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christopher M. Olsen | Christopher Olsen

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) - BD

Click below to view Christopher Matthew Olsen'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®

None

Experience

Current

June 3, 2013 - Present

OLSEN PALMER LLC

Office #1: 100 Crescent Ct 7th Floor, Dallas, TX 75201Office #2: 1015 15th Street, Nw Suite 350, Washington, DC 20005Office #3: 1015 15th Street, Nw Suite 350, Washington, DC 20005

CRD#: 166536

Dallas, TX

Past

April 23, 2013 - May 31, 2013

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

February 8, 2013 - April 25, 2013

HOULIHAN LOKEY CAPITAL, INC.

CRD#: 17708

MCLEAN, VA

Past

August 8, 2011 - April 24, 2013

MILESTONE ADVISORS LLC

CRD#: 112481

MCLEAN, VA

Past

April 14, 2004 - November 13, 2009

HOVDE GROUP, LLC

CRD#: 25425

INVERNESS, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(8/29/2014)

Arizona
(9/28/2023)

Arkansas
(12/13/2017)

District of Columbia
(6/4/2013)

Georgia
(7/23/2014)

Illinois
(5/19/2016)

Indiana
(2/25/2025)

Iowa
(8/8/2018)

Kansas
(12/8/2021)

Louisiana
(8/5/2019)

Maryland
(7/1/2014)

Michigan
(3/11/2025)

Minnesota
(3/5/2020)

Mississippi
(5/6/2014)

Missouri
(9/8/2022)

Nebraska
(5/19/2021)

New Mexico
(2/18/2022)

Oklahoma
(3/16/2023)

Pennsylvania
(11/26/2019)

Tennessee
(3/5/2020)

Texas
(4/6/2023)

Virginia
(11/28/2022)

Wisconsin
(8/8/2018)

Wyoming
(10/24/2018)

Exams

State Security Law Exam

Series 63

Date: 2/7/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 11/3/2011

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 7/9/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/21/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OLSEN PALMER LLC

CRD#: 166536 / SEC#: , 8-69220

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1015 15th Street, Nw Suite 350, Washington, DC 20005

Mailing Address

1015 15th Street, Nw Suite 350, Washington, DC 20005

Phone number

(202) 803-2676

Established

Delaware since 11/16/2012

Firm type

Limited Liability Company

Fiscal year end

June

Firm Size

Small

# of Employees

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
OLSEN, CHRISTOPHER MATTHEW	MANAGING MEMBER	4663010
GRIFFITH, ANN MARGARET	CCO, AMLCO	2936554
PALMER, BRIAN JEFFREY	PRESIDENT	6164585
TUCKER, CLARK BOMAR	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1977842

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

Christopher M. Olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher Matthew Olsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLPOINT CAPITAL, LLC

HOULIHAN LOKEY CAPITAL, INC.

MILESTONE ADVISORS LLC

HOVDE GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/7/2013

Series 82TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 79

Date: 11/3/2011

Series 7

Date: 7/9/2003

Series 24

Date: 5/21/2013

FINRA

Current Firm

OLSEN PALMER LLC

Contact information

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

OLSEN PALMER LLC

TRUST BUT VERIFY

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