Benjamin Curtis Olson

Employer firm

Guardian Wealth Strategies, LLC CRD 167485

$1.14B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2017 → Present
  Guardian Wealth Strategies, Llc
  Minneapolis, MN
• 03/2011 → 12/2021
  Cimarron Rock Enterprises
  Maple Grove, MN
• 01/2006 → 03/2017
  Bni
  Edina, MN
• 01/2023 → Present
  Guardian Insurance Solutions, Llc
  Minneapolis, MN
• 01/2023 → Present
  Guardian Tax L.L.C.
  Minneapolis, MN
• 01/2023 → Present
  University Investment Advisors
  Minneapolis, MN
• 06/2018 → Present
  Guardian Insurance Solutions, Llc
  Minneapolis, MN
• 01/2023 → Present
  Guardian Wealth Strategies, Llc
  Minneapolis, MN

Other Businesses

Guardian Insurance Solutions, LLC; Minneapolis, MN; Insurance Agent/Indirect Owner; Fixed Insurance sales; Approximately 5% of time spent; Started 06/2018. Guardian TaxL.L.C.; non-investment related; Minneapolis, MN; Tax company; indirect owner; 0% of time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-07

Other Names

• Ben Olson