Clayton Jon Olson

Employer firm

Growstrong Wealth Strategies CRD 308299

$127M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → 08/2018
  World Financial Group, Inc.
  Johns Creek, GA
• 12/2005 → Present
  New Horizon Financial Inc
  Johnstown, CO
• 01/2012 → 08/2018
  Transamerica Financial Advisors, Inc
  St. Petersburg, FL
• 09/2013 → 06/2018
  Sage Benefit Advisors
  Fort Collins, CO
• 08/2018 → 06/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2018 → 12/2020
  Global View Capital Management, Ltd.
  Waukesha, WI
• 08/2018 → 06/2020
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 06/2020 → Present
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 06/2020 → 01/2023
  Guided Wealth Insurance, Llc
  Loveland, CO
• 08/2018 → 06/2020
  Global View Capital Advisors, Ltd
  Waukesha, WI
• 09/2021 → Present
  Growstrong Wealth Strategies, Llc
  Loveland, CO

Previous Registrations

• 2018-08-09 → 2020-12-31
  Global View Capital Management Llc
  Fort Collins, CO
  Waukesha, WI
  Loveland, CO
• 2012-01-06 → 2018-08-08
  Transamerica Financial Advisors, Llc
  Fort Collins, CO
  Longmont, CO
  Fort Collins, CO
• 2007-04-27 → 2012-01-06
  Investment Advisors International, Inc.
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

1) NEW HORIZON FINANCIAL, INC.; NOT INVESTMENT RELATED; ADDRESS: 43 SANDSTONE DRIVE, JOHNSTOWN, CO, 80534; NATURE: FLOW THROUGH ENTITY FOR ADVISORY, SECURITIES AND INSURANCE REVENUE AS WELL AS OFFICE AND ADMINISTRATIVE EXPENSES; POSITION: PRESIDENT; APPROX. 1 HR/MONTH; APPROX. 1 HR/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MANAGE OFFICE EXPENSES. 2) GROWSTRONG WEALTH INSURANCE, LLC; INVESTMENT RELATED; FORT COLLINS, CO; INSURANCE- INSURANCE AGENT- 04/2020 - 10 hrs/mth- 10 during trading hrs- LIFE, LONG-TERM CARE AND DI INSURANCE SALE AND FIXED ANNUITIES SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  2000-10-19

Other Names

• Clayton J. Olson
• Clayton Olson
• Clay Olson