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Corey T Pederson

Olympus Wealth Management, LLC

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About Corey T Pederson

Corey Pederson is a financial advisor with over 15 years of experience. Corey is registered with Olympus Wealth Management, LLC and is located in Cottonwood Heights, UT. Corey holds the Series 65 and Series 66 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Corey has experience working with high-net-worth individuals, corporations, and charitable organizations. In addition to Corey's financial advisory work, Corey also runs a legal practice in Salt Lake City, Utah.

Firm Information

Corey Pederson is currently registered with Olympus Wealth Management, LLC. Olympus Wealth Management, LLC is an investment advisor based in COTTONWOOD HEIGHTS, UT. They manage approximately $852,696,734 in assets for 597 clients. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and consulting (multi-family office and private investments). They also select other advisors for their clients. Their client base includes individuals, corporations, charitable organizations, and pooled investment vehicles.
Olympus Wealth Management, LLC

6985 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$852.70M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting (multi-family office and private investments)

Consulting (multi-family office and private investments)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Corey Pederson’s Registration & Firm History

UT

06/27/2024 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

MA

03/06/2009 - 08/26/2010

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 04/16/2009

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/20/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corey T Pederson.
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