Mark Dean Olson

Current Employers

Employment History

• 11/2012 → Present
  New York Life Insurance Company
  Edison, NJ
• 12/2012 → Present
  Nylife Securities Llc
  Edison, NJ
• 12/2012 → 08/2025
  Eagle Strategies Llc
  Edison, NJ
• 07/2013 → Present
  Horizon Wealth Strategies, Llc
  Edison, NJ
• 08/2025 → Present
  Cornerstone Planning Group
  Austin, TX

Previous Registrations

• 2012-12-18 → 2025-08-26
  Eagle Strategies Llc
  Edison, NJ
  Somerville, NJ
  Austin, TX
• 2002-07-31 → 2004-02-27
  Msi Financial Services, Inc.
  Berkley Heights, NJ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 6/2013] [OPERATING UNDER THE DBA NAME OF HORIZON WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: EDISON, NJ; START DATE: 07/2013] [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; 34 STRYKER CT. BRIDGEWATER, NJ; START DATE 12/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Hill Country Conservancy; A local non-profit whose mission is to conserve land in the hill country of Texas so that it does not all become residences and businesses.; P.O. Box 163125 Austin, TX 78716; Start Date 09/2020; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours;I have helped out at fundraising events with setup & breakdown of tables/chairs etc. and greeting of guests attending the events. Also, I am an at large member of the finance committee but do not have a vote on the board relating to the activities of the organization] [NAIFA - Austin; Local chapter of NAIFA here in Austin. Hold monthly meetings for members and have speakers at each meeting. Primary focus is continuing education and ethics of financial professionals. This is a change of the approved OBA because SFSP & NAIFA merged.; P.O. Box 33382, Fort Worth, TX 76162; Start Date 09/2020; Role/Title: Officer; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Million Dollar Round Table Community Leader; MDRT is a financial services trade association and I am an MDRT Volunteer - Promote membership in MDRT Book clubs, attending MDRT Annual meetings each June, attend meetings at MDRT headquarters in Chicago; 325 West Touhy Ave Park Ridge IL 60068; Start Date 09/2023; Role/Title: Volunteer; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; I am responsible for promoting Book Clubs inside of MDRT.] [St. Martin's Lutheran Church Endowment; My church has an endowment that determines annual distributions to the church and other charitable organizations. The endowment is a 501c3 charity.; 606 W 15th St. Austin, TX 78701; Start Date 05/2024; Role/Title: Board Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Endowment holds securities. As a member of the endowment board, I will be one of 9 members who monitor the financials, meets with the investment managers, determines annual distributions, and promotes giving to the fund.]

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-29

Designations