AO
AO

Anthony Olsen

13 Years of Experience
Omaha, NE
Broker

Anthony Olsen is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

11808 Miracle Hills Dr, Suite 105, Omaha, NE, 68154

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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

Anthony has 50% ownership in H20 Wealth Management, LLC, doing business as Herzberg Olsen Wealth Management, dedicating full-time hours to this endeavor. He also serves as co-trustee for the H20 Wealth Management LLC 401k.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2012 - October 2022 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - October 2022 · 10 yrs
State Registrations28 states
AKARAZCACOCTDEFLGAHIIAILKSMAMEMIMNMONCNENMNVNYOHPASDTXWI
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.
Anthony Olsen - Financial Advisor | TrueAdvisor