Robert M Olson

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2006 → Present
  Pivotal Insurance & Financial
  Scottsdale, AZ
• 01/2011 → 01/2018
  M Holdings Securities, Inc.
  Portland, OR
• 12/2009 → 12/2025
  Wealthpoint
  Phoenix, AZ
• 02/2018 → 02/2025
  Kestra Investment Services, Llc
  Pheonix, AZ
• 02/2018 → 02/2025
  Kestra Advisory Services, Llc
  Pheonix, AZ
• 02/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 12/2025 → Present
  Polaris Insurance Advisors
  Tempe, AZ

Previous Registrations

• 2018-02-01 → 2025-02-18
  Kestra Advisory Services, Llc
  Phoenix, AZ
  Austin, TX
  Tempe, AZ
• 2011-02-11 → 2018-02-01
  M Holdings Securities, Inc.
  Phoenix, AZ
• 2001-02-20 → 2011-01-14
  Eagle Strategies Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1.) KESTRA ADVISORY SERVICES LLC - 2/1/18 - 2398 W Camelback Road, Suite 320, Phoenix, AZ 85016 - Partner, Helping clients with their financial situation, Invt Rel, RA business, 96 hrs/mo; 84 hrs/mo (during trading hours). 2.) PIVOTAL FINANCIAL & INSURANCE PLLC - 11/28/99 - 1377 E Knight Lane, Tempe, AZ 85284 - Owner, Sell insurance & consult clients on business solutions, Invt Rel, Insurance business, 160 hrs/mo; 84 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 2/18/25 - 475 Springfield Avenue, Summit, NJ 07901- IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) POLARIS INSURANCE ADVISORS - 12/19/2025 - 1137 E Knight Lane, Tempe, AZ 85284 - Fixed Insurance Sales, Sell life insurance and annuities, Not Invt Rel, Insurance Business, 150 hrs/mo; 150 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-15
• S63 Uniform Securities Agent State Law Examination
  1999-02-15

Other Names

• Mike Olson
• Robert Michael Olson
• Robert Olson