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468 S. Seguin Ave. Ste. 400-B, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2018-12-18 |
Branch Locations
468 S. Seguin Ave. Ste. 400-B, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Brokerage Services Llc | Palm Beach Gardens | FL | 08/2016 | 09/2019 |
| Blackridge Asset Management, Llc | Williamsville | NY | 09/2016 | 09/2019 |
| Kaarlsen Financial Strategies Group | San Antonio | TX | 09/2016 | 09/2017 |
| Olson Wealth Management | New Braunfels | TX | 12/2014 | Present |
Kenneth W Olson is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. OWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of OWM in connection with such individual's activities outside of OWM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
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