Wade Arthur Olson

Current Employers

Employment History

• 04/2016 → Present
  Lpl Financial, Llc
  Greenwood Village, CO
• 06/2016 → Present
  Western Wealth Management Llc
  Greenwood Village, CO

Previous Registrations

• 2016-04-26 → 2016-06-22
  Western Wealth Management Llc
  Greenwood Village, CO
• 2012-02-27 → 2016-04-26
  Cetera Wealth Services, Llc
  Greenwood Village, CO
• 2009-02-23 → 2012-02-23
  Securian Financial Services, Inc.
  Greenwood Village, CO

Other Businesses

1. DC & Associates/ DBA Only/ 100%/ Greenwood Village, CO 2. AdvisorNet/ Non-Variable Insurance/ 15%/ Greenwood Village, CO 3. 04/29/2016 * Western Wealth Management, LLC * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) 4. 05/02/2016 * Western Wealth Management, LLC * Registered Investment Advisor DBA * DC & Associates, Inc. * INV REL * AT REPORTED BUSINESS LOCATION(S) * DBA name for RIA business through Western Wealth Management (WWM). * START 4/18/2016. 5. 1/11/2017 - Western Wealth Management, LLC - DBA: DC & Associates Inc. Advanced Financial Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/15/2012 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 160 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 6/30/2017 - Fortunate Family Office - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2017 - 1 Hours Per Month During Securities Trading - 7. 11/27/2017 - Western Wealth Management, LLC - DBA: Fortunate Family Office - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/31/2017 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in November 2017. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/4/2020 - Twenty K Getaway LLC - Investment Related - Summit County, CO (property address does not have USPS mail services) - Real Estate Rental - Owner and Landlord - 3 Hours Per Month/0 Hours During Securities Trading - Short-term rental property with three other owners.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-03

Designations