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Richard Edwin Olson

Brokers International Financial Services, LLC

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About Richard Edwin Olson

Richard Olson has been in the financial industry for over 12 years. He has a Series 7, Series 66, and SIE license. Richard currently works for Brokers International Financial Services, LLC, and has been with them since January 2020. He has a long history in the financial industry, previously working for H. Beck, Inc., Next Financial Group, Inc., and Brecek & Young Advisors, Inc. Richard specializes in financial planning, portfolio management for individuals, and providing educational seminars. He offers a variety of compensation arrangements including percentage of assets, fixed fees, and hourly charges. He has been registered in California and Nebraska.

Firm Information

Richard Olson is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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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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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other

Percentage of assets managed by third-party advisor firms

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Richard Olson’s Registration & Firm History

CA

01/24/2020 - Present

Brokers International Financial Services, LLC (Lake Elsinore CA)

CA

12/16/2011 - 01/28/2020

H. BECK, INC. (TEMECULA CA)

CA

04/16/2009 - 12/13/2011

NEXT FINANCIAL GROUP, INC. (TEMECULA CA)

CA

07/29/2008 - 12/18/2008

BRECEK & YOUNG ADVISORS, INC. (TEMECULA CA)

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Licenses & Designations

BOTH

Issued 12/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Edwin Olson.
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