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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-21 |
| NE | RA | APPROVED | 2011-08-01 |
Branch Locations
3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States
212 Percilla Road, Grapeland, TX 75844 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles G. Olsen, Cfp D/B/A Olsen Financial Services | Norfolk | NE | 03/1990 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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