Claire
Olmstead
Kwb Wealth
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About this Advisor
Claire Olmstead is a financial advisor operating out of Redlands, California with 1 year of relevant experience. Olmstead is an employee of Kwb Wealth. Throughout their career, Olmstead has worked 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. Olmstead has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Kwb Wealth is an advisory business based out of Redlands, CA. The company has a total of 10 advisors. It handles $700 million in assets between its 2,440 client accounts, placing it among the larger firms in the nation by assets under management. Of its 2,440 client accounts, 40% are associated with high-net-worth investors who have at least $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on which services the firm provides the client. However, fees billed by Kwb Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kwb Wealth Brokerage Details
$699,769,605
10
2,440
$286,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Claire Olmstead Work History
Claire has been registered as a financial advisor for 1 years.*
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
*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 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
Redlands, CA
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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