Ryan Olson
Ryan Olson is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Luis Obispo, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
429 Marsh St, San Luis Obispo, CA, 93401
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is involved in non-variable insurance sales since 2004, operates WealthCheck as a DBA for LPL business since 2018, and Mustang Private Wealth as a DBA for LPL business since 2021. He also has Ryse Wealth Management LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crew Wealth Management
Central Coast Financial Planning, INC.
State Registrations28 states
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