MO
Michele B. Olsen
M2 FINANCIAL
COTTONWOOD HEIGHTS, UT 84047
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CRD#: 6705206
MO
Professional summary
Michele Brown Olsen is a registered financial advisor currently at M2 FINANCIAL LLC located in Cottonwood Heights, Utah.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michele 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michele Brown 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®
NoneExperience
Current
December 12, 2023 - Present
M2 FINANCIAL LLC
Office #1: 7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047RIA
CRD#: 327044
COTTONWOOD HEIGHTS, UT
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
Utah(12/12/2023)
Current Firm
MF
M2 FINANCIAL LLC
M2 FINANCIAL | M2 FINANCIAL LLC | M2 FINANCIAL LIMITED LIABILITY COMPANY
CRD#: 327044 / SEC#:
Idaho
Registered Investment Advisory firm - (1/27/2025 Approved)Texas
Registered Investment Advisory firm - (1/24/2025 Conditional Restricted)Utah
Registered Investment Advisory firm - (11/27/2023 Approved)PREMIUM
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Contact information
Main Address
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047
Mailing Address
Phone number
(801) 383-0333
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 786 |
| AUM (Assets Under Management) | $ 61,272,935 |
Red Flags
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