Corrina
Olson
Copperwynd Financial
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About this Advisor
Corrina Olson is a certified financial planner who works out of Scottsdale, Arizona with 1 year of relevant experience. Olson is an advisor for Copperwynd Financial. During their career, Olson has held roles at The Vanguard Group, Inc, Grand Canyon University, The Art Institute Of Pittsburgh - Online Division, Teach For America/Humphrey County School District, Private Family, California Lutheran University, California Lutheran University Residence Life, Livlee Bakery and Copperwynd Financial. Olson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Copperwynd Financial is an advisory company operating out of Scottsdale, AZ. It controls $459 million in total assets across its 1,930 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,930 accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees usually are based on the type of financial services provided. However, fee types billed by Copperwynd Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperwynd Financial Brokerage Details
$458,949,625
10
1,930
$237,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Corrina Olson Work History
Corrina has been registered as a financial advisor for 1 years.*
Copperwynd Financial
The Vanguard Group, Inc
Grand Canyon University
The Art Institute Of Pittsburgh - Online Division
Teach For America/Humphrey County School District
Private Family
Private Family
California Lutheran University
California Lutheran University Residence Life
Livlee Bakery
Private Family
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Corrina Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copperwynd Financial
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
South Jordan, UT
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
