Corrina Elizabeth Olson

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2017 → 04/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2016 → 06/2017
  Grand Canyon University
  Phoenix, AZ
• 11/2014 → 09/2016
  The Art Institute Of Pittsburgh - Online Division
  Chandler, AZ
• 05/2022 → 06/2025
  Copperwynd Financial
  Scottsdale, AZ
• 06/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-05-10 → 2025-06-16
  Copperwynd Financial
  Scottsdale, AZ
• 2018-08-23 → 2022-05-05
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

Licensed as an Independent Insurance Agent for various insurance companies in both Arizona and Utah for both Life and Accident & Health or Sickness. Minimal time acting as an insurance agent (less than 5 hours per month) and does not actively seek business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-13
• S63 Uniform Securities Agent State Law Examination
  2017-07-25

Designations

• Certified Financial Planner

Other Names

• Corrina Elizabeth Chikos
• Corrina Chikos
• Corrina Olson