Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Brown Olsen is an Investment Advisor Representative associated with M2 Financial LLC. Michele has been in the industry for 7 years and holds the Series 65 license. Michele has 4 years of experience at Genwealth Advisory Group and 4 years of experience at New Millennium Group. Michele Olsen provides financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
12/12/2023 - Present
M2 Financial LLC (SANDY UT)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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