Brenden Michael Olsen

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2016 → 10/2016
  Craft Construction
  Norfolk, NE
• 10/2016 → 02/2018
  Commonwealth Financial Network
  Waltham, MA
• 02/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed Insurance Sales; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-28
• S65 Uniform Investment Adviser Law Examination
  2017-09-07

Designations

• Certified Financial Planner

Other Names

• Brenden Olsen
• Brenden Michael Olsen