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Bradley Cole Olson

Advisor at Portfolio Design Services, LLC — River Falls, WI N. 2nd Street

Updated today

Credentials

Series 65

Experience

19 years

Location

River Falls, WI 54022

Portfolio Design Services, LLC logo

Portfolio Design Services, LLC

Supported

Total advisors

4

Across 3 offices

Clients per advisor

65 High

Avg AUM per client

$481,538 Low

HNW client ratio

5% Very Low

About

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Client services

Based on Portfolio Design Services, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Portfolio Design Services, LLC

Wealth management

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Fee options

Fixed

Fixed fees up to $20,000 for financial planning

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Project-based

$250 per hour for consulting services

Other

Account minimum: $100,000 (may be lowered or waived at firm discretion) Fee-only: Fixed fees up to $20,000 for financial planning, hourly rate of $250 per hour for consulting services

Location

See office

River Falls, WI N. 2nd Street

122 N. 2nd Street

River Falls WI 54022

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

19 years of industry experience

Portfolio Design Services, LLC

2021 - Present • 5 years

River Falls, WI

Portfolio Design Services, LLC

2007 - 2021 • 14 years

Roanoke, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ricky P

CFP®, Series 63

Prescott, WI

Pro Advisors, Ltd. dba R J Pickle Financial Services

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

General tax planning Wealth management Self-Employed
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Jesse S

CFP®, Series 63

Bayport, MN

Prevail Financial Partners, LLC

Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

General retirement planning Annuities Options & derivatives strategies
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Abbey S

CFP®

Ellsworth, WI

808 Investments

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Angela T

Series 65

River Falls, WI

Portfolio Design Services, LLC

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Wealth management
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Sarah B

Series 63, Series 65

Lake Elmo, MN

Fencl Advisory Services, LLC

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

Retirement income strategy General retirement planning Annuities Wealth management Founder/Business Owner
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Zachary L

Series 65

Lake Elmo, MN

Laureate Wealth Management, LLC

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
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