Tyler
Olsen

Wells Fargo Clearing Services, LLC

CRD#4588424
Investment Advisor
in Denver, CO
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About this Advisor

Tyler Olsen is a certified financial planner located in Denver, Colorado. Currently an investment advisor at Wells Fargo Clearing Services, LLC, Olsen has 17 years of professional experience in the financial advisory industry. Olsen maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Olsen is registered to operate based out of Colorado. During their career, Olsen has held roles at Wells Fargo Investments, LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Denver, Colorado, and has 6,557 offices in the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1700 Lincoln St 48Th, 49Th and 50Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

CO Average: $11,469,110,461
Total Number of Employees

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

CO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Tyler Olsen Work History

Tyler has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2002 - 2011 (9 years)

Wells Fargo Investments,LLC

2001 - 2011 (10 years)

Wells Fargo Bank, N.A

Disclosures

Tyler Olsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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