Todd Olsen

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 07/2025 → Present
  World Financial Group Insurance Agency
  Walkersville, MD
• 04/2026 → Present
  Transamerica Financial Advisors, Llc
  Gaithersburg, MD
• 08/2019 → 01/2026
  Volvo Group
  Hagerstown, MD
• 03/2013 → 08/2019
  Komatsu Mining Corp.
  Warrendale, PA
• 08/2025 → Present
  Miliare Group
  Corona, CA

Other Businesses

Name: Miliare Group / Investment Related - Yes / Date: 08:2025 / Hrs (Month): 4 / Hrs (Day): 0 / Activity: Financial education. Life and annuity sales. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-18
• S63 Uniform Securities Agent State Law Examination
  2026-06-05