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David Olsen

Global Wealth Management Investment Advisory, INC.
17 Years of Experience
Fort Lauderdale, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

David Olsen is a registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Fort Lauderdale, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,667 clients with $720M in assets under management.

Global Wealth Management Investment Advisory, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,667 clients
Average Client Portfolio
$434K average
Assets Under Management
$722.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Global Wealth Management Investment Advisory provides asset management through a wrap fee program, where you pay a single bundled fee based on the value of your portfolio that covers transaction and custodian costs. The exact fee schedule is detailed in the firm's separate wrap fee regulatory filing.

View Full SEC Brochure

Location

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2026
Pending
Criminal
November 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an investment advisor representative at Global Wealth Management Investment Advisory Inc. and a wealth advisor at Global Wealth Retirement Planning, LLC, an insurance agency selling life, health, and annuities; both activities take up a full-time commitment.

Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
January 2025 - December 2025 · 11 mos
Madison Avenue Securities, LLCBroker
October 2017 - December 2023 · 6 yrs 2 mos
Northwestern Mutual Investment Services,llc
January 2014 - October 2017 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
June 2013 - October 2017 · 4 yrs 4 mos
Pacific West Securities, INC.Broker
February 2008 - July 2009 · 1 yr 5 mos
Costa Financial Securities, INC.Broker
March 2007 - February 2008 · 11 mos
Northwestern Mutual Investment Services,llc
January 2006 - March 2007 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
December 2005 - March 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
November 2004 - July 2005 · 8 mos
Morgan Stanley
November 2004 - July 2005 · 8 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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