Shawn J. Olsen

S20 CAPITAL

Cottonwood Heights, UT 84047

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CRD#: 6914570

Professional summary

Shawn Joseph Olsen Mr., who also goes by Shawn Joseph Olsen, is a registered financial advisor currently at S20 CAPITAL, LLC located in Cottonwood Heights, Utah.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Shawn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Joseph Olsen

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Joseph Olsen Mr.'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®

None

Experience

Current

November 13, 2018 - Present

S20 CAPITAL, LLC

Office #1: 6975 Union Park Ave, Cottonwood Heights, UT 84047

RIA

CRD#: 292022

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
(11/13/2018)

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 65

Date: 4/1/2017

Uniform Investment Adviser Law Examination

Current Firm

S20 CAPITAL, LLC

ALAN GLENN, LLC | S20 CAPITAL, LLC

CRD#: 292022 / SEC#:

Utah

Registered Investment Advisory firm - (11/13/2018 Approved)

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Contact information

Main Address

874 E. Pioneer Road, Draper, UT 84020

Mailing Address

Phone number

(801) 556-2113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 40,325,000

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.

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Shawn J. Olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Joseph Olsen Mr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

S20 CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2017

Current Firm

S20 CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

S20 CAPITAL, LLC

TRUST BUT VERIFY

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