Todd Robert Olson
Professional Summary
Todd Robert Olson, who also goes by Todd Olson, is a registered financial advisor currently at ASSET ALLOCATION STRATEGIES, LLC located in Grand Rapids, Michigan and GLP INVESTMENT SERVICES, LLC located in Grand Rapids, Michigan. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Todd has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd Olson
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Videos & Posts
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Contact Information
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
ASSET ALLOCATION STRATEGIES, LLC
Contact Information
Main Address
33335 Grand River, Farmington, MI 48336Phone Number
(248) 489-0101# of Employees
45SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,660AUM (Assets Under Management)
$1,019,375,000Similar Advisors
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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.
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Primary Firm SEC Registration
ASSET ALLOCATION STRATEGIES, LLC
State Registrations and Notice Filings
(1/28/2026)
(12/9/2014)
(12/1/2020)
(1/26/2026)
(2/3/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2014About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Robert Olson's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
