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Kyle Paul Olson

Captrust

Minnetonka, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-27
TX RA APPROVED 2023-04-27
  • MN RA
    APPROVED
    Since 2023-04-27
  • TX RA
    APPROVED
    Since 2023-04-27

Branch Locations

701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Qa Investment Services, Llc Minnetonka MN 04/2010 03/2018
Quantitative Advantage, Llc Minnetonka MN 04/2015 04/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2023 Present
  • 04/2010 → 03/2018
    Qa Investment Services, Llc
    Minnetonka, MN
  • 04/2015 → 04/2023
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 04/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2015-04-29 → 2023-06-12
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 2014-01-29 → 2018-03-22
    Qa Investment Services, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-24
S63 Uniform Securities Agent State Law Examination 2001-11-15
  • S65 Uniform Investment Adviser Law Examination
    2005-03-24
  • S63 Uniform Securities Agent State Law Examination
    2001-11-15
Designations
Other Names
  • Kyle Paul Nielsen Olson
  • Kyle P. Olson

View on SEC IAPD

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PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP
THE ADVOCATE GROUP, LLC

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
PINE RIVER CAPITAL MANAGEMENT L.P. · MINNETONKA, MN

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