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Tyler Lawrence Olson

OLSON CONSULTING
MANCHESTER, CT
·CRD# 4956662·21 years experience

Professional Summary

Tyler Lawrence Olson is a registered financial advisor currently at OLSON CONSULTING LLC located in Manchester, Connecticut. Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tyler has worked at 2 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 30 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

OLSON CONSULTING LLC·CRD# 300445
RIA
Manchester, CT
June 6, 2019 - Present
PRIMESOLUTIONS SECURITIES, INC.·CRD# 46017
RIA
Chicago, IL
October 8, 2010 - November 12, 2015
PRIMESOLUTIONS SECURITIES, INC.·CRD# 46017
BD
Chicago, IL
May 10, 2005 - November 12, 2015

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Current Firm

OC
OLSON CONSULTING LLC

OLSON CONSULTING LLC | OLSON FP

CRD#: 300445
California
Registered Investment Advisory firm - California (5/15/2025 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (2/22/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (6/5/2019 Approved)
Nevada
Registered Investment Advisory firm - Nevada (5/16/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (4/4/2022 Conditional Restricted)

Contact Information

Main Address

Manchester, CT

Phone Number

(269) 876-0824

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

28

AUM (Assets Under Management)

$22,081,014

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Business Name: Physician Cents LLC / Investment Related: No / Address: 615 Channelside Drive, Suite 207, Tampa, FL 33602 / Nature: Podcast, financial education / Position: business co-owner / Start Date: 03/01/2024 / Approximate number of hours/month you devote to the other business: 2 hours per month / Number of hours you devote to the other business during securities trading hours: 0 hours per month / Duties: I record our podcast episodes with my co-host, Chad Chubb.

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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.
IAR
California
(5/15/2025)
IAR
Connecticut
(2/22/2023)
IAR
Michigan
(6/6/2019)
IAR
Nevada
(5/20/2024)
IAR
Texas
(4/4/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2019About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed May 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2005About the Series 7 exam

Series 30 — NFA Branch Manager Examination

Passed Aug 2007About the Series 30 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler Lawrence Olson's CRS (Customer Relationship Summary).

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