Nicholas Olsen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2014 → 06/2019
  Proulx-Dunford
  Salem, OR
• 09/2019 → 10/2022
  Edward Jones
  Saint Louis, MO
• 05/2018 → 07/2019
  Independent Financial Group / Pinnacle Financial
  Lake Oswego, OR
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint George, UT
• 10/2022 → Present
  Bank Of America N.A.
  Saint George, UT

Previous Registrations

• 2019-09-04 → 2022-10-07
  Edward Jones
  St. George, UT
  St Louis, MO
  St George, UT
• 2019-03-29 → 2019-07-24
  Independent Financial Group, Llc
  Lake Oswego, OR

Other Businesses

I*1276273 For profit or not for profit: Entity For Profit Name of outside business organization: A&N Investments, LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2024 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , The nature and purpose of A&N Investments, LLC is to hold investment property when acquired. There are not currently any investment properties; however, when opportunities arise to purchase them, we will do so within this entity.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-18
• S63 Uniform Securities Agent State Law Examination
  2018-07-26

Other Names

• Nicholas Olsen
• Nicholas Brent Olsen