Eric Ross Olson

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2017 → 11/2021
  United States Army
  Ft Leavenworth, KS
• 08/2016 → 07/2017
  Us Army
  Washington, DC
• 08/2012 → 07/2016
  Us Army
  Ft Leavenworth, KS
• 12/2020 → 01/2022
  First Command Brokerage Services
  Fort Worth, TX
• 01/2022 → Present
  First Command Brokerage Services
  Fort Worth, TX
• 01/2022 → Present
  First Command Advisory Services
  Fort Worth, TX
• 01/2022 → Present
  First Command Insurance Services
  Fort Worth, TX
• 03/2023 → Present
  Client Solution Architects
  Mechanicsburg, PA
• 02/2022 → Present
  Eric Olson Financial Llc
  Leavenworth, KS

Other Businesses

(1) Name of the other business: Client Solutions Architect, LLC ; Whether the business is investment-related: No ; Address of the other business: I will work from home in this position Eric Olson 24760 149th Street, Leavenworth, KS 66048 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Independent Consultant ; The start date of your relationship: 3/24/2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 6 to 10 ; Briefly describe your duties relating to the other business: Provide Subject Matter Expertise (SME) support to CSA in the development of the Mission Command Training Program (MCTP) solution. Provide subject matter expertise and advice on solutions and technical approaches involving the development, maintenance, and use of virtual, constructive and games for training simulations and capabilities used in Mission Command training executed by mission training complexes. (2) Name of the other business: Eric Olson Financial LLC ; Whether the business is investment-related: Yes ; Address of the other business: 714 S 2nd Street, Leavenworth, KS 66048 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Financial Advisor ; The start date of your relationship: Feb 01, 2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: This business is only associated with First Command. This is how I pay myself a salary and report taxes to the IRS. (3) Name of the other business: Pony Express LLC Whether the business is investment-related: No Address of the other business: 714 S 2nd Street, Leavenworth, KS 66048 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Member The start date of your relationship: May 12, 2023 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1None Briefly describe your duties relating to the other business: Our District office has an LLC that each advisor in the district is a partner. The sole role of this LLC is for office expenses associated with operating as an advisor with First command.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-12