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Mark Dean Olson

Eagle Strategies LLC

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About Mark Dean Olson

Mark Olson is a financial advisor with Eagle Strategies LLC. Mark has been in the industry since 1990 and is registered with both the state of New Jersey and Texas. Mark is also a Certified Financial Planner. Mark focuses on providing financial planning services to individuals, businesses, and charitable organizations.

Firm Information

Mark Olson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

HORIZON WEALTH STRATEGIES LLC

SOMERVILLE, NJ 08876

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Mark Olson’s Registration & Firm History

NJ

05/20/2014 - Present

Eagle Strategies LLC (SOMERVILLE NJ)

NJ

03/19/2004 - 11/29/2012

ALLSTATE FINANCIAL SERVICES, LLC (MADISON NJ)

MA

02/26/1990 - 02/27/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/26/1990 - 02/27/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 7 - General Securities Representative Examination

BC

Issued 2/19/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Dean Olson.
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