Robert Campbell Olesen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2001 → 06/2018
  James T. Borello & Co.
  East Dundee, IL
• 06/2018 → Present
  Raymond James Financial Services, Inc.
  Crystal Lake, IL
• 06/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Crystal Lake, IL
• 12/2018 → Present
  Olesen Tax Strategies
  Crystal Lake, IL

Previous Registrations

• 2016-12-22 → 2018-06-18
  James T. Borello & Co.
  East Dundee, IL

Other Businesses

(1)Name of Business: Olesen Financial Group Address: 8195 pyott rd, Lake in the hils , IL, 60156, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/19/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (2)Name of Business: Olesen Tax Strategies Address: 365 Millennium Dr Ste C, Crystal Lake, IL, 60012, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/17/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22
• S63 Uniform Securities Agent State Law Examination
  2001-09-27

Other Names

• Bob Olesen
• Bobby Olesen
• Robert Campbell Olesen Jr.