Mark Erick Olson

Current Employers

Employment History

• 01/1999 → Present
  Olson Associates, Inc.
  Roswell, GA
• 12/2000 → 09/2020
  Securities Service Network, Inc.
  Roswell, GA
• 09/2020 → 06/2024
  Securities America, Inc.
  Roswell, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Roswell, GA

Other Businesses

1. OAKBROOK OFFICE PARK CONDO ASSOC. POSITION: Board member NATURE: Oakbrook Office Park Condo Association Board Member assist President with ongoing needs of keeping our office park maintained for beauty and good working environment. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2022 ADDRESS: 701 bombay lan, Roswell GA 30076 DESCRIPTION: Helping assist board of two other members and one admin person to keep track of all office park projects and maintenance.3 board meetings a yr with annual meeting for owners in December time frame. 2. ERICK OLSON INSURANCE CONSULTING POSITION: Owner/agent/sole prop. NATURE: erick olson insurance consulting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2000 ADDRESS: 701 Bombay Lane, Roswell GA 30076, United States DESCRIPTION: part of my CFP practice and process is to do an insurance review for clients and prospects.... We may recommend that term life/univ. life be purchased for survivor protection/income protection to spouses and families. Along with Estate planning function- fixed insurance may be used in those cases. 3. OAKBROOK OFFICE PARK CONDO ASSOC. POSITION: Board member NATURE: Oakbrook Office Park Condo Association Board Member assist President with ongoing needs of keeping our office park maintained for beauty and good working environment. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2022 ADDRESS: 701 bombay lan, Roswell GA 30076, United States DESCRIPTION: Helping assist board of two other members and one admin person to keep track of all office park projects and maintenance.3 board meetings a yr with annual meeting for owners in December time frame. 4. OAKTREE CLUSTER I POSITION: Owner-sole share holder NATURE: Real Estate LLC for ownership of our building I own INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/12/2015 ADDRESS: 701 bombay lane, roswell GA 30076, United States DESCRIPTION: Our building is owned in an LLC- Oaktree cluster I LVO Advisory pays rent to this LLC. 5. L.V.O ADVISORY INC DBA OLSON ASSOCIATES POSITION: CFP/owner/president/sole shareholder of S corp NATURE: L.V.O. Advisory Inc. Independent State registered investment advisory DBA Olson Associates We charge a financial planning fee to clients We recommend Third party asset mgrs(SEI as example we have with clients) INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 32 START DATE: 03/12/2015 ADDRESS: 701 Bombay Lane, Oakbrook Office Park, Roswell GA 30076, United States DESCRIPTION: Financial Planning advice and planning where we charge a fee for that work/service. We use SEI as TAMP for inv. mgmts of Retirement and non retirement assets. other tamps are TPFG(No longer adding new money to TPFG)One account with CLS/ORION We have added ACM Company for 401k SDBO accounts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-12

Designations

Other Names

• Erick Olson