A complete list of active advisors currently associated with Olson Wealth Management, Inc.

Warmer can help you find a great advisor at Olson Wealth Management, Inc. or one who fits your needs even better.

Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual clients, including high‑net‑worth individuals. Services described in the brochure include customized asset allocation and ongoing portfolio management using mutual funds, ETFs, fixed‑income and other instruments. The firm constructs portfolios tailored to each client’s financial situation, goals, time horizon and risk tolerance, relying on fundamental analysis, periodic rebalancing and research resources provided through its broker‑dealer relationship. Accounts are managed on a discretionary basis and clients may place reasonable restrictions on holdings; custodial and trade execution services are provided by LPL Financial. The brochure notes several features that are less common among peers: the firm’s investment adviser representatives are also registered representatives of LPL Financial, the firm sponsors a wrap fee program administered through LPL (from which the firm receives a portion of the wrap fee), and the firm’s president is licensed to sell life and variable annuities and may receive insurance commissions. The firm discloses these dual roles and additional compensation sources in the brochure and highlights them as items clients should consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Olson Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Olson	Sarasota, FL	32

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