AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KO

Kenneth W. Olson

OLSON WEALTH MANAGEMENT
New Braunfels, TX 78130
Some features on this profile are disabled
CRD#: 6084972
KO

Professional summary

Kenneth Wayne Olson is a registered financial advisor currently at OLSON WEALTH MANAGEMENT located in New Braunfels, Texas.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kenneth has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Wayne 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

December 18, 2018 - Present

OLSON WEALTH MANAGEMENT

Office #1: 468 S. Seguin Ave. Ste. 400-b, New Braunfels, TX 78130
RIA
CRD#: 299426
New Braunfels, TX
Past

September 26, 2016 - February 15, 2019

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
New Braunfels, TX
Past

August 26, 2016 - August 30, 2019

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
New Braunfels, TX
Past

December 11, 2012 - August 29, 2016

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
SAN ANTONIO, TX
Past

November 27, 2012 - August 29, 2016

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
SAN ANTONIO, TX

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
Minnesota
(4/2/2019)
IAR
Texas
(12/18/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/26/2012
General Securities Representative Examination

Current Firm

OW
OLSON WEALTH MANAGEMENT
OFSG, LLC | OLSON WEALTH MANAGEMENT

CRD#: 299426 / SEC#:

Minnesota
Registered Investment Advisory firm - (4/2/2019 Approved)
Texas
Registered Investment Advisory firm - (12/18/2018 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
468 S. Seguin Ave. Ste. 400-b, New Braunfels, TX 78130
Mailing Address
Phone number
(210) 860-7338
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 17,690,970

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.

Company Information

OLSON WEALTH MANAGEMENT

CRD#: 299426New Braunfels, TX 78130

TRUST BUT VERIFY

Monitor Kenneth Olson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Justin Mitchell Brillhart
Justin BrillhartAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
RR
Hanover, PA
NB
Nilufar BarakAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
Brooklyn, OH
JM
James MarescaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Guerneville, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.