Scott Lawrence Olson

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 05/2009 → Present
  Insuredincome, Llc
  Melbourne, FL
• 10/2001 → Present
  Atlantic Financial Advisors, Llc
  Melbourne, FL
• 09/2014 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 04/2021
  Independent Financial Group
  Melbourne, FL
• 07/2021 → Present
  Innovation Partners Llc
  Charlotte, NC
• 07/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2011-01-11 → 2023-12-31
  Atlantic Financial Advisors, Llc
  Melbourne, FL
• 2017-08-15 → 2021-04-30
  Independent Financial Group, Llc
  Melbourne, FL
  Melbourne, FL
  San Diego, CA
• 2011-01-11 → 2020-12-31
  Atlantic Financial Advisors, Llc
  Melbourne, FL
• 2016-03-09 → 2017-08-11
  Financial West Group
  Melbourne, FL
  Westlake Village, CA
  Melbourne, FL
• 2013-06-11 → 2014-10-13
  Sb Advisory, Llc
  Atlanta, GA
• 2010-09-17 → 2013-04-17
  Merrimac Corporate Securities, Inc.
  Melbourne, FL
  Altamonte Springs, FL
• 2007-12-03 → 2009-11-25
  World Equity Group, Inc.
  Melbourne, FL
• 2001-11-26 → 2007-11-15
  Mutual Service Corporation
  Melbourne, FL

Other Businesses

INSTRUCTOR POSITION: Speaker NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/20/2000 ADDRESS: 3682 N. Wickham Road Ste. C, Melbourne FL 32935, United States DESCRIPTION: CONTINUING EDUCATION INSTRUCTOR INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/11/2017 ADDRESS: 3682 N. Wickham Road Ste. C, Melbourne FL 32935, United States DESCRIPTION: FL INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. ATLANTIC FINANCIAL ADVISORS. LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2010 ADDRESS: 3682 N. Wickham Road Ste. C, Melbourne FL 32935, United States DESCRIPTION: 100% OWNER OF ATLANTIC FINANCIAL ADVISORS AN RIA OFFERING ADVISORY SERVICES. INSUREDINCOME, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/20/2010 ADDRESS: 3682 N. Wickham Road Ste. C, Melbourne FL 32935, United States DESCRIPTION: 100% OWNER OF DBA INSUREDINCOME, LLC OFFERING INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-30
• S63 Uniform Securities Agent State Law Examination
  1980-08-18