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Michele Brown Olsen

M2 Financial LLC

Cottonwood Heights, UT

CRD 6705206

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Employer firm

M2 Financial LLC CRD 327044

$84.1M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
M2 Financial Llc

7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-12-12
  • UT RA
    APPROVED
    Since 2023-12-12

Branch Locations

7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M2 Financial Llc Sandy UT 11/2023 Present
Genwealth Advisory Group Sandy UT 04/2022 Present
New Millennium Group Sandy UT 06/2019 04/2022
Genwealth Advisory Group West Jordan UT 03/2015 06/2019
  • 11/2023 → Present
    M2 Financial Llc
    Sandy, UT
  • 04/2022 → Present
    Genwealth Advisory Group
    Sandy, UT
  • 06/2019 → 04/2022
    New Millennium Group
    Sandy, UT
  • 03/2015 → 06/2019
    Genwealth Advisory Group
    West Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23

View on SEC IAPD

Nearby Firms

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LIDO

Nearby Investors

Peter Kelson
STAN JOSEPH GOODELL
Jeremy David Miller

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT

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