Wade Olson
Wade Olson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 17 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
5251 Dtc Parkway, Ste 1045, Greenwood Village, CO, 80111
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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
Wade provides investment advisory services through Western Wealth Management, LLC and operates under the DBAs DC & Associates Inc. and Fortunate Family Office. He also spends minimal time as an owner and landlord of a short-term rental property and about 10-20% of his time with AdvisorNet selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 states
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.