Kenneth W. Olson

OLSON WEALTH MANAGEMENT

New Braunfels, TX 78130

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CRD#: 6084972

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.

Kenneth W Olson is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. OWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of OWM in connection with such individual's activities outside of OWM.

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

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.

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)

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 66

Date: 12/6/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2012

General Securities Representative Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 15,505,091

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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Kenneth W. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Wayne Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLSON WEALTH MANAGEMENT

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/26/2012

Current Firm

OLSON WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OLSON WEALTH MANAGEMENT

TRUST BUT VERIFY

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