Nicholas Olesen

Employer firm

Kathmere Capital Management, LLC CRD 305118

$3.48B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 09/2019
  Lpl Financial Llc
  King Of Prussia, PA
• 05/2012 → 09/2019
  Private Advisor Group, Llc
  King Of Prussia, PA
• 09/2019 → Present
  Kathmere Capital Management
  Wayne, PA

Previous Registrations

• 2010-05-05 → 2019-10-09
  Lpl Financial Llc
  King Of Prussia, PA
  King Of Prussia, PA
• 2012-05-24 → 2019-10-01
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
  King Of Prussia, PA
• 2006-07-13 → 2010-05-07
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Charlotte, NC

Other Businesses

(1) 2010: No Business Name - Fixed Insurance - Investment Related - At Reported Business Location(s) - Fixed insurance needs of clients - Time Spent: less than 10%.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-12

Designations

• Certified Financial Planner

Other Names

• Nicholas Olesen
• Nicholas James Dubose Olesen