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Ryan Dennis Olson

Advisor at LPL Financial — Orcutt, CA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

21 years

Location

Orcutt, CA 93455

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Ryan Olson is a CFP® with 21 years of industry experience and is affiliated with LPL Financial. He has been with LPL Financial since 2005 and previously worked at Crew Wealth Management from 2010 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various model portfolios and third-party subadvisors, supported by machine-learning tools for operational research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Orcutt, CA

5075 S Bradley Rd, Suite 125

Orcutt CA 93455

Advisors at this office

2

Most active in

California · Texas

Work history

21 years of industry experience

Crew Wealth Management

2010 - 2018 • 8 years

Orcutt, CA

LPL Financial

2005 - Present • 21 years

Orcutt, CA

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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Justin C

Series 65

Nipomo, CA

Ambition Financial LLC

Justin Cook is a financial advisor at Ambition Financial LLC and holds a Series 65 designation. He has been with Ambition Financial since its founding in 2026 and has over a decade of experience at Cisco Systems. He also maintains a separate corporate finance role alongside his advisory work. Ambition Financial LLC is a fee-only independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on asset allocation and passive investment strategies, offering discretionary portfolio management, written financial plans, and coordination with third-party professionals.

Wealth management General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Thorne O

Series 66

Santa Maria, CA

X Advisors, LLC

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Wealth management General tax planning
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Robert B

Series 63, Series 65

Santa Maria, CA

X Advisors, LLC

Robert Bull IV is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stratosphere Capital LLC and several other firms over a multi-decade career. He serves as chief compliance officer at X Advisors and holds various compliance and consulting roles across multiple financial firms. He is also a FINRA arbitrator and a part-time property and casualty insurance broker. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios including stocks, bonds, ETFs, mutual funds, options, and alternative investments, utilizing both active strategies and indexing approaches, with discretionary and non-discretionary advisory options.

Wealth management General tax planning
user avatar

Peggy V

Series 63, Series 65

Lompoc, CA

Finances For Real Life

Peggy Van Hook is a financial advisor at Finances For Real Life with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wanda T Toro LLC. Outside of her advisory role, she is a commissioned notary in the State of California. Finances For Real Life serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of analytical methods and long-term strategies, including ESG investing, and manages approximately $108.6 million in assets.

ESG / Sustainable investing
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Alexander K

Series 63, Series 65

Santa Maria, CA

X Advisors, LLC

Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Paxton Consulting Group, Independent Financial Group LLC, and owns a consulting firm focused on online media marketing. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.

Wealth management General tax planning
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Gary B

Series 63

Santa Maria, CA

X Advisors, LLC

Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.

Wealth management General tax planning
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