Chad Michael Olivier

Current Employers

Employment History

• 02/2002 → 03/2019
  Lpl Financial, Llc
  Baton Rouge, LA
• 05/2026 → Present
  Cmo Group Llc
  Baton Rouge , LA
• 03/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2019 → Present
  Cwm Llc Dba Carson Group Partners
  Baton Rouge, LA

Previous Registrations

• 2003-05-08 → 2019-04-09
  Lpl Financial Llc
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Port Allen, LA
  Prairieville, LA
  Denham Springs, LA
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: THE OLIVIER GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2004 POSITION/TITLE/RELATIONSHIP: PRESIDENT / AUTHOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PRESIDENT - OFFER FINANCIAL SERVICES - ALSO AUTHOR BOOKS 4. NAME OF OTHER BUSINESS: STRATEGIC WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 05/2007 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 PER MONTH APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PARTNER - OWN BUILDING FOR OFFICE AND OTHER BUSINESSES 5. NAME OF OTHER BUSINESS: CMO PROPERTIES, LLC INVESTMENT RELATD: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 05/2007 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 PER MONTH APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: BUILDING OWNER FOR OFFICE BUILDING 6. NAME OF OTHER BUSINESS: CMO GROUP LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC START DATE: 10/4/1999 POSITION/TITLE/RELATIONSHIP: OWNER AND PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-30

Designations

Other Names

• Chad Michael Olivier