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Kevin Olson

19 Years of Experience
Los Angeles, CA
Broker

Kevin Olson is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Kevin is the President of Asset Acquisition for Midwest Home Rehab, a residential real estate business focused on buying, renting, and flipping properties, dedicating a few hours per week. He is also the President of Spartan Real Estate LLC, a real estate investing company, spending a few hours per week.

Employment History
Current Registrations
Capital Client Group, INC.
July 2017 - Present · 8 yrs 10 mos
Capital Client Group, INC.Broker
June 2017 - Present · 8 yrs 11 mos
Capital Client Group, INC.
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Deutsche Am Distributors, INC.Broker
July 2010 - January 2017 · 6 yrs 6 mos
Financial Network Investment Corporation
January 2010 - June 2010 · 5 mos
Financial Network Investment CorporationBroker
January 2010 - June 2010 · 5 mos
Primevest Financial Services, INC.
November 2008 - December 2009 · 1 yr 1 mo
Primevest Financial Services, INC.Broker
November 2008 - December 2009 · 1 yr 1 mo
Ameriprise Financial Services, INC.
August 2006 - November 2008 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
July 2006 - November 2008 · 2 yrs 4 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
Kevin Olson - Financial Advisor | TrueAdvisor