David H. Olson
Professional summary
David Howard Olson is a registered financial professional currently at WEA INVESTMENT SERVICES, INC. located in Madison, Wisconsin.
David is registered as a RR (Registered Representative) and started their career in finance in 2017. David has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Howard Olson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2017 - Present
WEA INVESTMENT SERVICES, INC.
Office #1: 660 John Nolen Drive, Madison, WI 53713-3959Office #2: 660 John Nolen Drive, Madison, WI 53713State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/20/2017)
Exams
FINRA
Current Firm
WEA INVESTMENT SERVICES, INC.
CRD#: 126907 / SEC#: , 8-65926
Contact information
FINRA licenses (14 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEA MEMBER BENEFIT TRUST | SHAREHOLDER | |
| BENDER, BOYD GRISWOLD | CCO | 3082505 |
| BENDER, BOYD GRISWOLD | PRESIDENT | 3082505 |
| BROWN, SUZANNE LEE | TRUSTEE/DIRECTOR | |
| DIGMAN, CAROLYN KAY | FINOP | 7125836 |
| LOR, MAIWA | TRUSTEE/DIRECTOR | 7786308 |
| MAHONEY, KATHLEEN TRUDEAU | TRUSTEE/DIRECTOR | 8120398 |
| MARTINEZ, JESSE ANDREW | TRUSTEE/DIRECTOR | 7977660 |
| OLSEN-WIRTZ, PEGGY LYNN | TRUSTEE/DIRECTOR | 7641439 |
| UGORETZ, NATHAN LAKE | TRUSTEE/DIRECTOR | 7641425 |
| WILCOX, THOMAS JON JR | TRUSTEE/DIRECTOR | 7977638 |
Red Flags
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