CO
Chad K. Olson
SAGEVIEW ADVISORY GROUP
Wayzata, MN 55391
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CRD#: 6702509
CO
Professional summary
Chad Kennedy Olson is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Wayzata, Minnesota.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chad has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: ORIA
POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR
START DATE: 11/19
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: GENERAL INVESTMENT AND FINANCIAL PLANNING
2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
APX NUMBER OF HOURS PER WEEK: 1
APX NUMBER OF HOURS DURING TRADING HOURS: 1
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE
3. NAME OF OTHER BUSINESS: RENTAL
INVESTMENT RELATED: NO
ADDRESS: 621 5TH AVE, ST. CLOUD, MN 56303
NATURE OF BUSINESS: RENTAL REAL ESTATE
POSITION/TITLE/RELATIONSHIP: OWNER
START DATE: 6/2006
APX NUMBER OF HOURS PER WEEK: MINIMAL
APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL
BRIEF DESCRIPTION OF DUTIES: OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Chad Kennedy 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®
NoneExperience
Current
November 21, 2019 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 206 Minnetonka Ave. South, Wayzata, MN 55391RIA
CRD#: 126777
Wayzata, MN
Past
January 6, 2020 - July 5, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WAYZATA, MN
Past
November 29, 2016 - December 4, 2019
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
MINNETONKA, MN
Past
November 1, 2016 - December 4, 2019
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
MINNETONKA, MN
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".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)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
Iowa(6/18/2025)
IAR
Michigan(6/17/2025)
IAR
Minnesota(11/21/2019)
IAR
Wisconsin(6/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
