Claire
Olmstead
Kwb Wealth
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About this Advisor
Claire Olmstead is a financial advisor based in Redlands, California, working with Kwb Wealth. Claire has previously held positions at Lpl Financial, University Of Redlands, Florence University Of The Arts, Ciee- Rennes Intensive French Language Program Summer 2019, D.A. Davidson & Co, Texoma Christian School, Choctaw Casino Resort And Spa, Heart O' The Hills Camp For Girls, Cracker Barrel, and Kwb Wealth. Claire has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Claire is part of Kwb Wealth, which operates out of Redlands, California. The firm has 1 office and 9 employees. The firm manages assets totaling $853.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Kwb Wealth includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kwb Wealth Brokerage Details
$853,932,170
9
2,716
$314,408
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Claire Olmstead Work History
Lpl Financial
Kwb Wealth
University Of Redlands
D.A. Davidson & Co
Ciee- Rennes Intensive French Language Program Summer 2019
Florence University Of The Arts
Choctaw Casino Resort And Spa
University Of Redlands
Heart O' The Hills Camp For Girls
Cracker Barrel
Texoma Christian School
Disclosures
Please visit the SEC profile of Claire Olmstead 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 Kwb Wealth
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
Redlands, CA
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