Bradley Mark Olson

Current Employers

Employment History

• 07/2004 → 12/2018
  Olson Wealth, Llc Brad Olson Cpa
  Cincinnati, OH
• 09/2011 → 02/2017
  Olson Wealth Advisory
  Mason, OH
• 09/2014 → 03/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2019 → 03/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2017 → 05/2024
  Tap Insurance, Llc Dba Olson & Wilson Insurance
  Cincinnati, OH
• 11/2020 → 05/2024
  Olson & Wilson Private Capital Llc
  Cincinnati, OH
• 12/2021 → 05/2024
  Olson & Wilson Private Capital Llc
  Cincinnati, OH
• 06/2024 → 02/2025
  Foundations Investment Advisors, Llc
  Henderson, NV
• 05/2025 → Present
  O2 Investments Llc
  Centerville, OH

Previous Registrations

• 2024-06-04 → 2025-01-07
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Henderson, NV
• 2022-01-24 → 2024-05-31
  Omega Wealth Private Capital Llc
  Cincinnati, OH
• 2019-03-01 → 2022-03-28
  Ae Wealth Management, Llc
  Cincinnati, OH
• 2014-10-02 → 2019-03-01
  Global Financial Private Capital, Inc.
  West Chester, OH
  Sarasota, FL
  Cincinnati, OH
• 2010-04-15 → 2011-10-19
  Global Financial Private Capital, Inc.
  Mason, OH
  Sarasota, FL
• 2006-11-16 → 2010-04-01
  Foundation Advisors, Llc
  Mason, OH
• 2005-02-22 → 2005-05-24
  Usallianz Securities, Inc.
  Mason, OH
• 2002-11-05 → 2004-10-18
  New England Securities
  Cincinnati, OH

Other Businesses

MAGELLAN FINANCIAL; INVESTMENT RELATED; 1315 SW ARROWHEAD RD, TOPEKA, KS 66604; INSURANCE SALES; INSURANCE AGENT; STARTED 09/2021; 80 HOURS/MO; 80 HOURS/MO DURING SECURITIES TRADING HOURS; SALES OF FIXED INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-05
• S63 Uniform Securities Agent State Law Examination
  1994-11-22

Designations

Other Names

• Brad Olson