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Randy O

Series 65, Series 66

Boerne, TX

Verity Asset Management

Randy Olfers is a financial advisor with Verity Asset Management in Boerne, TX, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Teachers Pension, Axio Financial LLC, and Advisors Asset Management, Inc. He is also active as an insurance agent with Teacher's Pension and Insurance Services, Inc. and Nixon Group, LLC, and has ownership interests in retail and medical billing businesses. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual investors, retirement plan sponsors, institutional clients, and registered investment advisers, using a largely model-based investment approach that includes internally managed and third-party strategies, along with discretionary portfolio management and sub-advisory services.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
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