Jeremiah Olson is a registered investment advisor at Diamond Wealth Partners, based in Lodi, WI, with 15 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee Estimator
Location
N2665 County Road V, Lodi, WI, 53555
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2021Judgment / Lien
June 2016Other Business Activities
Jeremiah helps people with tasks such as cleaning, running errands, and laundry through Papa Pals. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Diamond Wealth Partners
Previous Registrations
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Packerland Brokerage Services, INC.Broker
Cetera Advisor Networks LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.