Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 16 years of experience in the finance industry.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 2558532
Mairs & Power
CRD# 6586021
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Design Services, LLC | Roanoke, VA | May 2007 - Current | 16 |
| University Of Wisconsin - River Falls | River Falls, WI | Aug 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- WI
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$278,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CO, FL, IL, VA, VI, WI
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