Valerie Denise Olsey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2024 → Present
  Lpl Financial Llc
  Rochester Hills, MI
• 12/2002 → 06/2024
  Genesys Ascension Imaging
  Grand Blanc, MI

Other Businesses

1) 05/24/2024-Ascension Genesys Imaging-Outside/W-2 Employment-Xray and mammography tech-Not Inv Related-At Burton, MI-Start date 12/09/2002-40hrs/mth 2) 05/24/2024-One Resource Group-Non-Variable Insurance-Inv Related-At Flint, MI-Start 05/10/2024-0hrs/mth 3) 05/24/2024-Priority Life Consultants-Non-Variable Insurance-Inv Related-At Rochester Hills, MI-Start date 05/08/2024-160hrs/mth 4) 05/24/2024-Priority Wealth Partners-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 05/08/2024-160hrs/mth 5) 05/24/2024-Gladstone Wealth Partners-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 05/08/2024-160hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16

Other Names

• Valerie Wise