Tyler L. Olson

OLSON CONSULTING LLC

Manchester, CT

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CRD#: 4956662

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.

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Lawrence 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®

None

Experience

Current

June 6, 2019 - Present

OLSON CONSULTING LLC

RIA

CRD#: 300445

Manchester, CT

Past

October 8, 2010 - November 12, 2015

PRIMESOLUTIONS SECURITIES, INC.

RIA

CRD#: 46017

CHICAGO, IL

Past

May 10, 2005 - November 12, 2015

PRIMESOLUTIONS SECURITIES, INC.

CRD#: 46017

CHICAGO, IL

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

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

State Security Law Exam

IAR

Series 65

Date: 1/4/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/31/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 8/24/2007

NFA Branch Manager Examination

Current Firm

OLSON CONSULTING LLC

OLSON CONSULTING LLC | OLSON FP

CRD#: 300445 / SEC#:

California

Registered Investment Advisory firm - (5/15/2025 Approved)

Connecticut

Registered Investment Advisory firm - (2/22/2023 Approved)

Michigan

Registered Investment Advisory firm - (6/5/2019 Approved)

Nevada

Registered Investment Advisory firm - (5/16/2024 Approved)

Texas

Registered Investment Advisory firm - (4/4/2022 Conditional Restricted)

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Contact information

Main Address

Manchester, CT

Mailing Address

Phone number

(269) 876-0824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 4,783,000

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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Tyler L. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OLSON CONSULTING LLC

PRIMESOLUTIONS SECURITIES, INC.

PRIMESOLUTIONS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2019

Series 66

Date: 5/31/2005

SIE

Date: 11/12/2015

Series 7

Date: 5/9/2005

Series 30

Date: 8/24/2007

Current Firm

OLSON CONSULTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OLSON CONSULTING LLC

TRUST BUT VERIFY

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