Eric Olson
Eric Olson is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History (1)
Criminal
March 1989Other Business Activities
Eric is an independent consultant for Client Solutions Architect, LLC, dedicating a few hours per week to providing subject matter expertise. He also owns Eric Olson Financial LLC and Pony Express Advisor LLC, which are related to his work as a financial advisor with First Command and require minimal time.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
State Registrations5 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.