Samuel C. Olson
NORTHWEST ASSET MANAGEMENT
Anchorage, AK 99503
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CRD#: 6518900
Professional summary
Samuel Cody Tiseth Olson, CFP®, who also goes by Samuel Olson, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Anchorage, Alaska.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Budgeting
Retirement Planning
Investment Planning
Long-term Care
Employee and Employer Plan Ben...
Divorce Planning
Comprehensive Financial Planni...
Debt Management
Education Planning
Inheritance
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Samuel 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.
(1) North Frontier Advisory Group, LLC; not investment-related; same address; ownership related LLC for self employment; Owner; Start date: 9/15/23; approximately three hours per month, none during securities trading hours. North Frontier Advisory Group, LLC is not a registered investment adviser. Sam Olson conducts all investment advisory activities through NWAM, LLC dba Northwest Asset Management. (2) Alaska Golf Association; not investment-related; 4230 Old Seward Hwy, Anchorage, AK 99503; USGA member golf organization promoting the sport in Alaska and hosting state championships; Board Member; 1/1/2025; 4 hours per month, none during securities trading hours; voting member. Helps selecting tournament dates, rules, and affiliations with the USGA.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Cody Tiseth 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®
CFP®
Start date: 2023
Experience
Current
October 19, 2023 - Present
NORTHWEST ASSET MANAGEMENT
Office #1: 205 E Benson Blvd Ste 122, Anchorage, AK 99503RIA
CRD#: 147923
Anchorage, AK
Past
October 30, 2015 - October 27, 2023
EDWARD JONES
RIA
CRD#: 250
Anchorage, AK
Past
August 17, 2015 - October 27, 2023
EDWARD JONES
BD
CRD#: 250
Anchorage, AK
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".
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
CRD#: 147923 / SEC#: 801-69483
RIA
Registered Investment Advisory firm - (8/20/2008 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
Alaska(10/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
CRD#: 147923 / SEC#: 801-69483
RIA
Registered Investment Advisory firm - (8/20/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 838-3680
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
Red Flags
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Company Information
NORTHWEST ASSET MANAGEMENT
CRD#: 147923Anchorage, AK 99503TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
