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Todd Robert Olson

Asset Allocation Strategies, LLC

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About Todd Robert Olson

Todd Olson is an investment advisor representative at Asset Allocation Strategies, LLC. Todd Olson has been in the financial services industry since December 2014. Todd Olson is registered with the state of Michigan as an investment advisor representative and securities agent. Todd Olson holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Asset Allocation Strategies, LLC provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and pension and profit sharing plans.

Firm Information

Todd Olson is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

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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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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Todd Olson’s Registration & Firm History

MI

12/01/2020 - Present

Asset Allocation Strategies, LLC (FARMINGTON MI)

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Licenses & Designations

IA

Issued 07/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Todd Robert Olson. Review regulatory record here.
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