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Michael Brigham Olson

First Trust Portfolios LP

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About Michael Brigham Olson

Michael Brigham Olson is a financial advisor who works for First Trust Portfolios LP in Austin, Texas. Michael has been in the industry for over three years and is registered with FINRA and the state of Texas. He holds the Series 7TO, Series 63 and the SIE licenses. Before working at First Trust Portfolios LP, Michael worked at KeyBanc Capital Markets Inc. in Chicago, Illinois.

Firm Information

Michael Olson is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

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.

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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Michael Olson’s Registration & Firm History

TX

06/13/2022 - Present

First Trust Portfolios LP (Austin TX)

IL

05/09/2019 - 05/12/2022

KEYBANC CAPITAL MARKETS INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Brigham Olson.
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