Carl Oleson

Current Employers

Employment History

• 10/2010 → Present
  Raymond James Financial Services Advisors, Inc
  Lansing, MI

Other Businesses

(1) Name of Business: Ballard Wealth Group Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/04/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent Work (2) Name of Business: Ballard Wealth Group Address: *270 S Dunns Farm Rd, Maple City, MI, 49664, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3) Name of Business: Oleson Financial Group Address: 2205 Abbot Rd Ste B, East Lansing, MI, 48823-1468, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/31/1980 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: An S Corp that receives income from my various businesses that are on file. (4) Name of Business: Oleson Financial Group, Llc Address: 271 Woodland Pass Suite 210, East Lansing, MI, 48823, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 08/01/1980 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales Life, LTC, Disability, Group Medical

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-28
• S63 Uniform Securities Agent State Law Examination
  2000-03-28

Other Names

• Carl Oleson