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Milo Olson

Savant Wealth Management

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About Milo Olson

Milo Olson is a financial advisor registered with Savant Wealth Management. Olson is currently licensed in Illinois and Vermont. Olson has over 2 years of experience in the financial services industry. Olson has a Series 66, Series 7 and SIE. Previous firms include CUSO Financial Services, L.P. Olson specializes in working with charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Milo Olson is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

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 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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Milo Olson’s Registration & Firm History

IL

01/10/2023 - Present

Savant Wealth Management (ROCKFORD IL)

VT

02/15/2022 - 10/13/2022

CUSO FINANCIAL SERVICES, L.P. (WILLISTON VT)

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Licenses & Designations

BOTH

Issued 04/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Milo Olson.
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