Bradley Mark Olson

Employer firm

O2 Investments LLC CRD 337334

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

O2 Investments Llc

9727 Timberview Ct, West Chester, OH 45241 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-07-28

OH RA
APPROVED

Since 2025-07-28

Branch Locations

9727 Timberview Ct, West Chester, OH 45241 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

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

S65 Uniform Investment Adviser Law Examination

2006-07-05
S63 Uniform Securities Agent State Law Examination

1994-11-22

Designations

Personal Financial Specialist

Other Names

Brad Olson

View on SEC IAPD