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Bradley Cole Olson

Portfolio Design Services, LLC

River Falls, WI

River Falls, WI

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Current Employers
Portfolio Design Services, Llc

122 N. 2Nd Street, River Falls, WI 54022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-10
WI RA APPROVED 2007-05-30
  • TX RA
    APPROVED_RES
    Since 2025-03-10
  • WI RA
    APPROVED
    Since 2007-05-30

Branch Locations

River Falls, WI • United States

122 N. 2Nd Street, River Falls, WI 54022 • 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
Portfolio Design Services, Llc Roanoke VA 05/2007 07/2021
Portfolio Design Services, Llc River Falls WI 07/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-29
  • S65 Uniform Investment Adviser Law Examination
    2007-05-29
Other Names
  • Brad Olson

View on SEC IAPD

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