Carl Oleson
Carl Oleson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in East Lansing, MI, with 50 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
271 Woodland Pass, Suite 210, East Lansing, MI, 48823
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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
Carl is the president of Oleson Financial Group, an S Corp that receives income from his other businesses, dedicating about 10-20% of his time. He is also an agent and owner of Oleson Financial Group, LLC, selling life, long-term care, disability, and group medical insurance, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Centennial Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Safeco Securities, INC.Broker
State Registrations13 states
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