Oliver Wilson (CRD# 6582763) is an Investment Advisor Representative working at Edelman Financial Engines in Englewood, CO and has over 8 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Nov 2023 - Current | < 1 |
| Unemployed | Englewood, CO | Jun 2023 - Nov 2023 | < 1 |
| Summit Wealth Group | Lakewood, CO | Feb 2020 - Jun 2023 | 3 |
| Commonwealth Financial Network | Waltham, MA | Feb 2020 - Jun 2023 | 3 |
| Unemployed | Englewood, CO | Sep 2019 - Feb 2020 | < 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jan 2018 - Sep 2019 | 1 |
| Fidelity Investments | Greenwood Village, CO | Nov 2015 - Nov 2017 | 2 |
| Unemployed | Lakewood, CO | May 2015 - Nov 2015 | < 1 |
| Fort Lewis College | Durango, CO | Sep 2014 - May 2015 | < 1 |
| Fort Lewis College | Durango, CO | Sep 2011 - May 2015 | 3 |
| City Of Denver | Denver, CO | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CO
- TX
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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