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Kristopher Olsen

Hornor, Townsend & Kent, LLC

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About Kristopher Olsen

Kristopher Olsen is a financial advisor at Hornor, Townsend & Kent, LLC. Kristopher is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 2005. Kristopher has experience with various financial products and services, including financial planning, portfolio management, and pension consulting.

Firm Information

Kristopher Olsen is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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.

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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other

Trail commissions, distribution assistance fees

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Kristopher Olsen’s Registration & Firm History

PA

03/05/2024 - Present

Hornor, Townsend & Kent, LLC (HORSHAM PA)

MN

10/27/2015 - 08/15/2023

LPL FINANCIAL LLC (ST. PAUL MN)

NY

02/10/2009 - 01/13/2015

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

AZ

08/16/2007 - 01/05/2012

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

AZ

12/20/2007 - 10/29/2008

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

01/17/2005 - 08/21/2007

EDWARD JONES (TEMPE AZ)

CA

07/27/2004 - 10/20/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NJ

01/02/2003 - 06/03/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2009

Series 4 - Registered Options Principal Examination

BC

Issued 11/29/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristopher Olsen.
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