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Eric Scott Olsen

Olsen Family Financial, LLC

Oakton, VA

CRD 6604883

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Employer firm

Olsen Family Financial, LLC CRD 282627

$14.0M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Olsen Family Financial, Llc

Oakton, VA • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • CO RA
    APPROVED
    Since 2025-06-23
  • FL RA
    APPROVED
    Since 2025-06-23
  • VA RA
    APPROVED
    Since 2025-05-09
  • OH RA
    APPROVED
    Since 2021-10-13
  • TX RA
    APPROVED_RES
    Since 2020-04-08

Branch Locations

Oakton, VA • 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
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
  • 07/2014 → 06/2018
    Us Air Force
    Lexington, MA
  • 01/2016 → Present
    Oakton, VA
  • 07/2018 → 08/2021
    Us Air Force
    Usaf Academy, CO
  • 08/2021 → 08/2024
    Us Air Force
    Columbus, OH
  • 08/2024 → Present
    Us Air Force
    Oakton, VA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-05
  • S65 Uniform Investment Adviser Law Examination
    2015-11-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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