Dylan James Olsen

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2016 → 10/2016
  Full Time Education
  Williston, ND
• 10/2016 → 01/2018
  Wyoming Well Works
  Williston, ND
• 01/2018 → 05/2018
  Ruby Tuesday's
  Minot, ND
• 05/2018 → 08/2018
  Unemployed
  Minot, ND
• 08/2018 → 03/2019
  Gnc
  Minot, ND
• 03/2019 → 06/2019
  Ymca
  Minot, ND
• 04/2019 → 06/2019
  Maysa Arena
  Minot, ND
• 06/2019 → 10/2019
  Wyoming Well Works
  Williston, ND
• 10/2019 → 06/2020
  Coca Cola
  Williston, ND
• 06/2020 → 09/2023
  D&A Enterprises, Llc
  Williston, ND
• 09/2023 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE
• 10/2024 → Present
  Charles Schwab Bank, Ssb
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2024-10-04

Other Names

• Dylan James Overbo