Samuel Cody Tiseth Olson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Budgeting
- Retirement Planning
- Investment Planning
- Long-term Care
- Employee and Employer Plan Benefits
- Divorce Planning
- Comprehensive Financial Planning
- Debt Management
- Education Planning
- Inheritance
Other Aliases
Samuel Olson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
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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
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
Contact Information
Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040Phone Number
(206) 838-3680# of Employees
62SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9,090AUM (Assets Under Management)
$4,131,681,404Similar 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
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(10/19/2023)
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 Samuel Cody Tiseth Olson's CRS (Customer Relationship Summary).
Services Offered by Samuel
- Budgeting
- Retirement Planning
- Investment Planning
- Long-term Care
- Employee and Employer Plan Benefits
- Divorce Planning
- Comprehensive Financial Planning
- Debt Management
- Education Planning
- Inheritance
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