Robert Olesen
Robert Olesen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake in the Hills, IL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8195 Pyott Rd, Lake in the Hills, IL, 60156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is the proprietor/owner of Olesen Tax Strategies, a tax preparation business, dedicating a few hours per week. He also owns Olesen Financial Group, a support company/DBA, but spends no time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
James T. Borello & CO.
James T. Borello & CO.Broker
State Registrations27 states
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