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Curtis Warren Olson

Invesco Advisers, Inc.

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About Curtis Warren Olson

Curtis Olson is a financial professional with over 10 years of experience in the financial services industry. Curtis Olson is currently registered with Invesco Advisers, Inc., a firm with over $10 billion to $50 billion in assets under management. Curtis Olson provides portfolio management services for individuals, businesses, pooled investment vehicles, and investment companies. Curtis Olson's previous employment includes Vanguard Marketing Corporation. Curtis Olson has successfully passed a number of financial exams, including the Series 63, 65, and 7 exams. Curtis Olson is a licensed investment advisor representative in Texas.

Firm Information

Curtis Olson is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Curtis Olson’s Registration & Firm History

MN

10/28/2015 - Present

Invesco Advisers, Inc. (Edina MN)

NC

02/06/2014 - 10/08/2015

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Warren Olson.
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