David Olsen

Employer firm

Global Wealth Management Investment Advisory, Inc. CRD 286005

$723M regulatory AUM

Reported services (Item 5G)

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

• 04/2012 → 10/2017
  Northwestern Mutual Investment Services, Llc
  Aventura, FL
• 10/2015 → 10/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → 10/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2017 → 12/2023
  Madison Avenue Securities, Llc
  San Diego, CA
• 10/2017 → Present
  Global Wealth Management
  Fort Lauderdale, FL
• 01/2025 → 12/2025
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2025 → Present
  Global Wealth Retirement Planning Llc
  Fort Lauderdale, FL

Previous Registrations

• 2014-01-14 → 2017-10-10
  Northwestern Mutual Investment Services, Llc
  Ft Lauderdale, FL
  Aventura, FL
• 2006-01-13 → 2007-03-02
  Northwestern Mutual Investment Services, Llc
  Ft Lauderdale, FL
• 2004-11-10 → 2005-07-21
  Morgan Stanley Dw Inc.
  Ft.LAuderdal, FL

Other Businesses

1.) NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 EAST BROWARD BLVD., SUITE 200 FORT LAUDERDALE, FL 33301; NATURE: INSURANCE AGENCY-LIFE/HEALTH/ANNUITIES; POSITION:WEALTH ADVISOR; START DATE:10/09/2017; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:FINANCIAL ADVISOR.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-25

Other Names

• David Olsen
• David Thomas Olsen