Steven J. Olds

CULTIVATE WEALTH LLC | Financial Consultant

LEAVENWORTH, WA

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CRD#: 6619521

Professional summary

Steven Joseph Olds, CFP®, who also goes by Steven Olds, Steven J Olds, is a registered financial advisor currently at CULTIVATE WEALTH LLC located in Leavenworth, Washington.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

As a CERTIFIED FINANCIAL PLANNER™ my goal is to understand your family's goals and objectives to create a financial roadmap to give you peace of mind. Having a large family and a diverse background empowers me to connect with clients on their level and understand their motivators. I look forward to the opportunity to work with you to devise a plan to your financial situation.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Olds | Steven J Olds

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.

Steven Olds is currently employed in Fruit Sales as a Sales Representative at Gee Whiz II, located at 21902 US 97, Orondo, WA 98843. This position is not investment-related. Mr. Olds started this position on 06/5/2023 and dedicates 100% of his time during trading hours, 160 hours/month to this activity. Mr. Olds' duties involve managing the current inventory and aligning packed fruit with customer needs both domestically and internationally.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Olds'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^®

Certified Financial Planner

Education

Eastern Washington University

Bachelor of Business Administration - Finance

2017

Experience

Current

November 5, 2024 - Present

CULTIVATE WEALTH LLC

RIA

CRD#: 331851

LEAVENWORTH, WA

Past

April 8, 2020 - April 27, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SCOTTSDALE, AZ

Past

March 25, 2020 - April 18, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PHOENIX, AZ

Past

December 2, 2019 - February 24, 2020

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

November 21, 2017 - February 24, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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

Washington
(11/5/2024)

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

State Security Law Exam

IAR

Series 66

Date: 11/1/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/29/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/2017

General Securities Representative Examination

Current Firm

CULTIVATE WEALTH LLC

CRD#: 331851 / SEC#:

Washington

Registered Investment Advisory firm - (11/5/2024 Approved)

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Contact information

Main Address

Leavenworth, WA

Mailing Address

Phone number

(509) 844-8352

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 2,498,679

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Steven J. Olds

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Olds's CRS (Customer Relationship Summary).

Certified licenses

Education

Eastern Washington University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2019

Series 63

Date: 11/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/21/2017

Current Firm

CULTIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CULTIVATE WEALTH LLC

TRUST BUT VERIFY

Contact information

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