Matthew James Olson

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2004 → 03/2023
  Thrivent Investment Management Inc
  Eau Claire, WI
• 04/2004 → 03/2023
  Thrivent Financial For Lutherans
  Appleton, WI
• 03/2023 → Present
  Lpl Financial Llc
  Altoona, WI

Previous Registrations

• 2004-08-26 → 2023-03-03
  Thrivent Investment Management Inc.
  Eau Claire, WI
  Rochester, MN
  Rochester, MN
  Eau Claire, WI
  Eau Claire, WI

Other Businesses

1) 02/2023 - North Point Advisor Group- DBA for LPL Business (entity for LPL business)- inv. related - Altoona. WI 2) 02/2023- North Point Accounting and Tax Services- Tax Prep/Accounting/CPA- inv. related- 903 S Hillcrest Pkwy Altoona, WI - start date 3/1/2023- 25hrs/mth 3) 3/7/2023 - Great Valley Advisor Group, Inc. - Investment Related - at Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 02/09/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 4) 3/7/2023 - Great Valley Advisor Group, Inc. - DBA: North Point Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 02/09/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew James Olson
• Matthew Olson