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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-10-21
NE RA APPROVED 2011-08-01
  • TX RA
    APPROVED
    Since 2014-10-21
  • NE RA
    APPROVED
    Since 2011-08-01

Branch Locations

3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States

212 Percilla Road, Grapeland, TX 75844 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles G. Olsen, Cfp D/B/A Olsen Financial Services Norfolk NE 03/1990 Present
Commonwealth Financial Network Waltham MA 08/2011 Present
Previous Registrations
  • 2002-04-16 → 2011-08-02
    Securities America Advisors, Inc.
    Norfolk, NE
Other Businesses

1. Fixed Insurance Sales, as of 11/03/2011, 10% of time spent during business hours, Conducted at branch location; Investment related. 2. Owner, Olsen Financial Services, LLC, a private entity established to facilitate securities business; as of 12/14/2016, 90% of time spent during business hours, Conducted at branch location; Investment related. 3. Managing Member and Part-Owner, Calmwater Financial Network, LLC, a private entity created as operating company for corporate education, securities, and financial planning business; as of 10/28/2013, 20% of time spent during business hours, Conducted at branch location; Investment related. 4. Managing Member and Part Owner, Calmwater Financial Group, LLC, a private entity created as operating company for securities and investment advisory business; as of 11/03/2011, 10% of time spent during business hours, Conducted at branch location; Investment related. 5. Vice President and Part Owner, Calmwater Holding Company, LLC, a private entity established as a real estate holding company for constructing new branch office building; as of 01/01/2017, less than 1% of time spent during business hours, Conducted at branch location; Investment related. 6. Owner, Olsen Financial Services, Inc., a Private Entity established to facilitate Securities and advisory Business; as of 02/2020; 90% time spent during business hours; Conducted at branch location; Investment related. 7. Co-Owner, OQH Enterprises, LLC, a real estate holding company for horse ranch and farm located in Norfolk, NE; as of 06/18/2008, 1% of time spent during business hours, Not conducted at branch location; Investment related. 8. Co-Owner, Arista Ranch, LLC, a real estate holding company for horse ranch located in Norfolk, NE; as of 01/01/2010, 5% of time spent during business hours, Not conducted at branch location; Investment related. 9. Owner, Calm Air Aviation, LLC, a private entity established to own and operate an aircraft for business use; as of 12/14/2016, 2% of time spent during business hours, Not conducted at branch location; Not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-01-21
  • S63 Uniform Securities Agent State Law Examination
    1991-01-21
Designations
Other Names
  • Chuck Olsen
  • Charles G Olsen

View on SEC IAPD

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