Aaron T. Olson

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT

CHARLOTTE, NC 28277

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CRD#: 5207302

Professional summary

Aaron T Olson is a registered financial advisor currently at PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC located in Charlotte, North Carolina.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aaron has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

Avani Mortgage LLC; Not investment-related; 5110 Harwich Circle, Weddington, NC 28104; Mortgage Broker; CEO; start date: 12/28/2021; approx hours/month 5; approx hrs during trading hrs 2; Organize and manage structure of business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron T 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

January 19, 2021 - Present

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

Office #1: 15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277

RIA

CRD#: 312022

CHARLOTTE, NC

Past

August 11, 2020 - February 8, 2021

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Weddington, NC

Past

March 12, 2019 - August 13, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

March 12, 2019 - August 13, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

March 12, 2012 - March 15, 2019

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BUTLER, WI

Past

March 12, 2012 - March 15, 2019

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BUTLER, WI

Past

January 10, 2008 - March 13, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

KENOSHA, WI

Past

September 14, 2006 - March 13, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

KENOSHA, WI

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".

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

CRD#: 312022 / SEC#: 801-132446

RIA

Registered Investment Advisory firm - (4/17/2025 Approved)

North Carolina

Registered Investment Advisory firm - (6/16/2025 Termination Requested)

South Carolina

Registered Investment Advisory firm - (6/16/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/19/2025 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

North Carolina
(1/19/2021)

IAR

Wisconsin
(7/2/2021)

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: 6/11/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/13/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

CRD#: 312022 / SEC#: 801-132446

RIA

Registered Investment Advisory firm - (4/17/2025 Approved)

North Carolina

Registered Investment Advisory firm - (6/16/2025 Termination Requested)

South Carolina

Registered Investment Advisory firm - (6/16/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/19/2025 Terminated)

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Contact information

Main Address

Weddington, NC

Mailing Address

Phone number

(262) 939-1488

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCWM ADV PART 2A (6/13/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 131,000,000

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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Firm Stability Insights

Aaron T. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron T Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2008

Series 63

Date: 9/25/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2008

Series 6

Date: 9/13/2006

Current Firm

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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