Maria E. Olsen

TRUE PRIVATE WEALTH ADVISORS

MCMINNVILLE, OR 97128

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CRD#: 5436600

Professional summary

Maria Erzsebet Olsen, who also goes by Maria Erzsebet Halverson, Maria Erzsebet Vamos, is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Mcminnville, Oregon.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Maria has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maria Erzsebet Halverson | Maria Erzsebet Vamos

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. NOTARY AS OF OCT 2016; NOTARIZING CLIENT DOCUMENTS AS NEEDED WITHOUT CHARGE. 1HR PER MONTH DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Erzsebet Olsen'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

September 1, 2023 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC

Office #1: 400 Ne 2nd St., Mcminnville, OR 97128

RIA

CRD#: 164947

MCMINNVILLE, OR

Past

July 23, 2015 - October 13, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

MCMINNVILLE, OR

Past

November 6, 2007 - November 2, 2017

WICKMAN PATERSON CORRIGAN

RIA

CRD#: 133901

MCMINNVILLE, OR

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".

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD#: 164947 / SEC#: 801-76997

RIA

Registered Investment Advisory firm - (8/7/2012 Approved)

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

Hawaii
(9/1/2023)

IAR

Oregon
(9/1/2023)

IAR

Texas
(9/1/2023)

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: 11/5/2007

Uniform Investment Adviser Law Examination

Current Firm

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD#: 164947 / SEC#: 801-76997

RIA

Registered Investment Advisory firm - (8/7/2012 Approved)

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Contact information

Main Address

1781 Liberty Street Se Suite 200, Salem, OR 97302

Mailing Address

P.o. Box 648, Mcminnville, OR 97128

Phone number

(503) 400-3311

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE PRIVATE WEALTH ADVISORS_FORM ADV PART 2A BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	4,050
AUM (Assets Under Management)	$ 1,261,064,067

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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Maria E. Olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Erzsebet Olsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

WICKMAN PATERSON CORRIGAN

Primary Firm SEC Registration

TRUE PRIVATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2007

Current Firm

TRUE PRIVATE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE PRIVATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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