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Olsen Family Financial, LLC CRD 282627
$14.0M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Oakton, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-23 |
| FL | RA | APPROVED | 2025-06-23 |
| VA | RA | APPROVED | 2025-05-09 |
| OH | RA | APPROVED | 2021-10-13 |
| TX | RA | APPROVED_RES | 2020-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force | Lexington | MA | 07/2014 | 06/2018 |
| Olsen Family Financial, Llc | Oakton | VA | 01/2016 | Present |
| Us Air Force | Usaf Academy | CO | 07/2018 | 08/2021 |
| Us Air Force | Columbus | OH | 08/2021 | 08/2024 |
| Us Air Force | Oakton | VA | 08/2024 | Present |
While not necessarily an "other business," I am an Active Duty officer in the United States Air Force as referenced in my Employment History and ADV filing. That position is not investment related, the address is Pentagon, VA 20301, in the field of national defense, I began Active Duty service 26 May 2010, I work roughly 160 hours per month (full time, 8 hour days Monday - Friday), I work normal business hours, and work to optimize the cost, schedule and performance of the delivery of national defense capabilities to the US Air Force.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-05 |
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