TrueAdvisor
TrueAdvisor
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Richard Craig Olsen

The Pacific Financial Group, INC.
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The Pacific Financial Group, INC.
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
15,437 clients
Average Client Portfolio
$266K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

777 108th Ave NE Suite 2100, Bellevue, WA, 98004

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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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Employment History
Current Registrations
The Pacific Financial Group, INC.
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Pacific Financial Group, LLC
June 2018 - December 2019 · 1 yr 6 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.