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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| GA | RA | APPROVED | 2020-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsen Family Financial, Llc | Worthington | OH | 08/2020 | Present |
| Skywest | Atlanta | GA | 08/2019 | 07/2022 |
| Us Air Force | Rapid City | SD | 05/2008 | 08/2019 |
| United Airlines | Chicago | IL | 07/2022 | 02/2023 |
| Delta Airlines | Atlanta | GA | 02/2023 | Present |
I am a pilot at Delta Airlines, Inc., which is not investment-related, located at 1030 Delta Blvd, Atlanta, GA 30320. I am a first officer and began in this role in Feb 2023. I work full-time (roughly 150 hrs/month) with roughly 100 hrs of which is during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-23 |
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