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Wendy Lee Olson

Advisor at Wedbush Securities Inc. — Gleneden Beach, OR

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Gleneden Beach, OR

Wedbush Securities Inc. logo

Wedbush Securities Inc.

Multi-team

Total advisors

218

Across 59 offices

Clients per advisor

49 Typical

Avg AUM per client

$605,138 Typical

HNW client ratio

29% High

About

Wendy Olson is a financial advisor with Wedbush Securities Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior roles include positions at StanCorp Equities, NYSE Chicago, Cetera, and Lincoln Financial Distributors. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing services, with portfolio management tailored to client objectives and risk tolerances.

Client services

Based on Wedbush Securities Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Wedbush Securities Inc.

Wealth management

Occupation focus

Based on Wedbush Securities Inc.

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable

Commissions

Transaction-based fees for Discretionary Managed Transactional (DMT) accounts, and commissions on securities transactions when WS acts as broker.

Other

Account minimum: $25,000 Minimum fee: Discretionary Managed Account – Independent Contractor (DMI-IC): Minimum quarterly fee of $62.50 ($250 annually); Self-Directed Investment Advisory Accounts – Independent Contractor (SDI-IC): Minimum quarterly fee of $125 ($500 annually); Managed Model Account (MMA), Separately Managed Account (SMA), Unified Managed Account (UMA): Minimum quarterly fee of $250 ($1,000 annually) Fee-only: Financial Planning services have a separate fee detailed in the Financial Planning Agreement, depending on time allocated or complexity, specifics not provided.

Location

See office

Gleneden Beach, OR

Gleneden Beach OR

Advisors at this office

1

Most active in

Oregon

Work history

23 years of industry experience

Wedbush Securities Inc.

2021 - Present • 5 years

Los Angeles, CA

StanCorp Equities, Inc./StanCorp Investment Advisers

2020 - 2021 • 1 year

Portland, OR

NYSE Chicago, Inc.

2016 - 2019 • 3 years

Chicago, IL

Cetera

2008 - 2011 • 3 years

Stamford, CT

Lincoln Financial Distributors, Inc.

2007 - 2007 • 1 year

Radnor, PA

Osaic FA, Inc.

2003 - 2007 • 4 years

Hotovic, Pomeranz & Co., LLC

2002 - 2002 • 1 year

San Francisco, 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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Donald L

Series 63, Series 65

Gleneden Beach, OR

Advisory Services Network

Donald Leek is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and 17 years of industry experience. He worked at Vision Capital Management, Inc. for nine years prior to joining Advisory Services Network in 2017. Outside of his advisory role, he is also a real estate broker with Great Western Real Estate. Advisory Services Network operates a large platform of independent investment adviser representatives, providing investment advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services using various securities and third-party managers, with flexible engagement models tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive

Austin K

CFP®, Series 66

Lincoln City, OR

Edward Jones

Austin Kasner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Lincoln City, OR since 2016. Outside of his advisory role, he plays in a local band performing around venues in Lincoln City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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Michelle R

Series 66

Lincoln City, OR

Edward Jones

Michelle Rose is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has held roles at Edward Jones since 2018. Prior to her advisory career, she worked briefly at Target and attended Gonzaga University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Duane S

CFP®, Series 66

Lincoln City, OR

LPL Financial

Duane Silbernagel is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2021, he operated Silbernagel Firewood, LLC and served on multiple local nonprofit boards, including Family Promise of Lincoln County and the North Lincoln Hospital Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Wendy W

Series 66

Lincoln City, OR

Edward Jones

Wendy Wilson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she owns and manages Paradox Monitoring Services, an alarm monitoring business based in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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