Daric H. Olson

PCM ENCORE

DENVER, CO

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CRD#: 6365208

Professional summary

Daric Hugh Olson, who also goes by Daric H Olson, Daric Hugh Olson, Daric Olson, is a registered financial advisor currently at PCM ENCORE, LLC located in Denver, Colorado.

Daric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daric has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Daric H Olson | Daric Hugh Olson | Daric Olson

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 Daric Hugh Olson's CRS (Customer Relationship Summary).

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

September 10, 2026 - Present

PCM ENCORE, LLC

RIA

CRD#: 333127

DENVER, CO

Past

December 9, 2024 - July 8, 2026

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

Denver, CO

Past

December 9, 2024 - July 8, 2026

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

MONUMENT, CO

Past

May 16, 2024 - January 28, 2025

MTC WEALTH MANAGEMENT

RIA

CRD#: 305308

Denver, CO

Past

November 22, 2020 - November 27, 2023

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

November 20, 2020 - November 27, 2023

NUVEEN SECURITIES, LLC

CRD#: 469

Denver, CO

Past

July 19, 2019 - November 12, 2020

RUSSELL INVESTMENTS

RIA

CRD#: 105734

SEATTLE, WA

Past

June 5, 2019 - November 12, 2020

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Past

September 10, 2014 - June 6, 2019

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

DOWNERS GROVE, IL

Past

August 8, 2014 - June 6, 2019

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

DOWNERS GROVE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 Approved)

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

Colorado
(9/10/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 9/8/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/8/2014

General Securities Representative Examination

Current Firm

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 Approved)

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Contact information

Main Address

520 E Cooper Ave. Ste. 7c, Aspen, CO 81611

Mailing Address

Phone number

(425) 214-1755

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PCM ENCORE, LLC (6/16/2026)

Regulatory assets under management

Total Number of Accounts	629
AUM (Assets Under Management)	$ 1,943,437,643

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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Advisor Monitoring

Firm Stability Insights

Daric H. Olson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daric Hugh Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

MTC WEALTH MANAGEMENT

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN SECURITIES, LLC

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

PCM ENCORE, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 9/8/2014

SIE

Passed: 10/1/2018

Series 7

Passed: 8/8/2014

Current Firm

PCM ENCORE, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PCM ENCORE, LLC

TRUST BUT VERIFY

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