Joseph G. Olson
R.O.I.
LINDON, UT
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CRD#: 5507719
Professional summary
Joseph Grant Olson, CFP® is a registered financial advisor currently at R.O.I. located in Lindon, Utah.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Grant 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®
CFP®
Start date: 2004
Experience
Current
March 19, 2008 - Present
R.O.I.
RIA
CRD#: 116966
LINDON, UT
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
Utah(3/19/2008)
Exams
Current Firm
R.
R.O.I.
R.O.I. | RONALD OLSON, INC.
CRD#: 116966 / SEC#: 801-64619
RIA
Registered Investment Advisory firm - (4/4/2012 Terminated)Texas
Registered Investment Advisory firm - (2/25/2011 Conditional Restricted)Utah
Registered Investment Advisory firm - (3/26/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2901 W Bluegrass Blvd Suite 200-99, Lehi, UT 84043
Mailing Address
Phone number
(801) 785-3254
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 703 |
| AUM (Assets Under Management) | $ 85,000,000 |
Red Flags
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