Susan Olson
CFP®Professional Summary
Susan Olson, CFP® is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Sebastopol, California. Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Susan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Investment Management
Specializations
Biography
My family’s financial circumstances did not present an easy path in my teen years. I would have preferred to blend in a bit more at that awkward stage of life. My free lunch tickets were a different color from everyone else’s and the utilities at home were sometimes under threat of being shut off. Happily, the career path that sprang from those “have not” years provided me with a wealth of opportunities to explore my...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Current
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Current Firm
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
Contact Information
Main Address
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401Phone Number
(888) 422-2287# of Employees
65SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,030AUM (Assets Under Management)
$3,579,238,156Similar Advisors
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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.
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Primary Firm SEC Registration
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(4/10/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Susan Olson's CRS (Customer Relationship Summary).
Services Offered by Susan
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Investment Management
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