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Stephen Thomas Olson

Stephen Thomas Olson

CFP®
CRD# 6285609·Registered 2014 - 2021
Previously Registered: Being a previously registered professional could mean that Stephen is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Stephen Thomas Olson, CFP® was a registered financial advisor. Stephen was a previously registered financial professional and started their career in finance 2014 - 2021. Stephen had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

12 years registered in the securities industry

Current & Past Employments

Past

ATLANTIC WEALTH PARTNERS, LLCPast·CRD# 289440
RIA
Jupiter, FL
December 7, 2017 - July 28, 2026
MONSTRO PCFO, LLCPast·CRD# 289439
RIA
Jupiter, FL
October 17, 2018 - August 2, 2021
GWN SECURITIES INC.Past·CRD# 128929
RIA
Jupiter, FL
February 27, 2014 - December 5, 2017
GWN SECURITIES INC.Past·CRD# 128929
BD
Jupiter, FL
January 16, 2014 - December 5, 2017

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Current Firm

MP
MONSTRO PCFO, LLC

MONSTRO PCFO, LLC | OLSON WEALTH ADVISORS, LLC

CRD#: 289439 / SEC#: 801-118719

Contact Information

Main Address

759 Parkway Street, Suite 201, Jupiter, FL 33477

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (2/22/2021)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) STEPHEN T. OLSON (STEPHEN T. OLSON, INC.), REAL ESTATE LICENSE - 01/2007 TO PRESENT; POSITION: PRESIDENT; PERSONAL REAL ESTATE LICENSE - STEPHEN T. OLSON HOLDS AN ACTIVE REAL ESTATE LICENSE FOR PERSONAL USE; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 2 HOURS PER WEEK, 2 HOURS PER WEEK DURING TRADING HOURS; PERSONAL REAL ESTATE LICENSE USED FOR PERSONAL REAL ESTATE TRANSACTIONS AND RELATED BUSINESS ENTITY FOR PERSONAL REAL ESTATE TRANSACTIONS. 2) AWP INSURANCE, L.L.C. - 11/2023 TO PRESENT; POSITION: LICENSED LIFE AND HEALTH INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT AND PRESIDENT; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; SALE OF LIFE, HEALTH, AND VARIABLE ANNUITIES. 3) STO-RE HOLDINGS, LLC - 09/2021 TO PRESENT; PERSONAL REAL ESTATE HOLDING COMPANY; POSITION: OWNER; INVESTMENT RELATED; YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF PERSONAL REAL ESTATE HOLDINGS 4) OLSON WMG, LLC - 06/2017 - PRESENT; HOLDING COMPANY FOR AWP INSURANCE, LLC AND ATLANTIC WEALTH PARTNERS, LLC; POSITION: OWNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; ENTITY FOR HOLDING INVESTMENT AND INSURANCE RELATED BUSINESSES 5) MONSTRO, INC. - 04/2021 - PRESENT; FINTECH START UP COMPANY; POSITION: FOUNDER AND CHIEF EXECUTIVE OFFICER; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF FINTECH SOFTWARE DEVELOPMENT COMPANY. 6) MONSTRO USA, LLC - 01/2024 - PRESENT; PAYROLL COMPANY FOR MONSTRO INC.; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; SUPERVISE PAYROLL ADMINISTRATION. 7) AWP RE GP, LLC - 08/2021 - PRESENT; GENERAL PARTNER AND MANAGER OF AWP RE FUND I, LP; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 20 HOURS PER WEEK; 5 HOURS PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF AWP RE FUND I, LP REAL ESTATE PORTFOLIO. 8) VARIOUS SPECIAL PURPOSE VEHICLES AND HOLDING COMPANIES RELATED TO THE MANAGEMENT OF EQUITY AND DEBIT PORTFOLIO HELD BY AWP RE FUND I, LP (INCLUDING, WITHOUT LIMITATION, AWPRE ENCORE VIVE 2021, LLC AND AWPRE CITY CENTER 2021, LLC); POSITION: AUTHORIZED SIGNER; INVESTMENT-RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF EQUITY AND DEBT PORTFOLIO HELD BY AWP RE FUND I, LP.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2017About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2014About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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