EO
Eric S. Olsen
OLSEN FAMILY FINANCIAL
Worthington, OH
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CRD#: 6604883
EO
Professional summary
Eric Scott Olsen, CFP® is a registered financial advisor currently at OLSEN FAMILY FINANCIAL, LLC located in Worthington, Ohio.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Eric has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
While not necessarily an "other business," I am an Active Duty officer in the United States Air Force as referenced in my Employment History and ADV filing. That position is not investment related, the address is Pentagon, VA 20301, in the field of national defense, I began Active Duty service 26 May 2010, I work roughly 160 hours per month (full time, 8 hour days Monday - Friday), I work normal business hours, and work to optimize the cost, schedule and performance of the delivery of national defense capabilities to the US Air Force.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Scott Olsen'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®
Experience
Current
March 15, 2016 - Present
OLSEN FAMILY FINANCIAL, LLC
RIA
CRD#: 282627
Worthington, OH
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(8/9/2018)
IAR
Florida(6/17/2024)
IAR
Ohio(10/13/2021)
IAR
Texas(4/8/2020)
IAR
Virginia(5/9/2025)
Current Firm
OF
OLSEN FAMILY FINANCIAL, LLC
OLSEN FAMILY FINANCIAL, LLC
CRD#: 282627 / SEC#:
Colorado
Registered Investment Advisory firm - (8/9/2018 Approved)Florida
Registered Investment Advisory firm - (6/17/2024 Approved)Georgia
Registered Investment Advisory firm - (10/5/2020 Approved)Massachusetts
Registered Investment Advisory firm - (12/15/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/13/2021 Approved)Texas
Registered Investment Advisory firm - (4/8/2020 Conditional Restricted)Virginia
Registered Investment Advisory firm - (5/9/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oakton, VA
Mailing Address
Phone number
(617) 315-8781
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 7,600,000 |
Red Flags
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