Olivia Bradberry Wilson

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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

• 08/2014 → 05/2018
  Carmel High School
  Carmel, IN
• 08/2018 → 05/2024
  Iupui
  Indianapolis, IN
• 10/2021 → 08/2022
  Servaas Family Office
  Indianapolis, IN
• 03/2023 → 10/2023
  Turnkey Communities
  Carmel, IN
• 03/2024 → 02/2025
  Northwestern Mutual
  Indianapolis, IN
• 08/2022 → 07/2023
  Servaas Family Office
  Indianapolis, IN
• 03/2025 → Present
  Cerity Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2024-07-27

Other Names

• Olivia Price
• Olivia Bradberry Price