Nicholas
Olson

Commonwealth Financial Network

CRD#7471415
Investment Advisor
in Pomfret Center, CT

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About this Advisor

Nicholas Olson is a financial advisor based in Pomfret Center, Connecticut, working with Commonwealth Financial Network. Nicholas has previously held positions at organizations including Dino'S Park N' Shop, Mcdonald'S, Santander Bank Co, Luigi'S Gourmet Restaurant And Express, Gordon College, Target, J'S Delicatessen, Youtube, Walgreen'S, Fidelity Brokerage Services, LLC, Ponaganset Middle School, Ponaganset High School, Fidelity Personal And Workplace Advisors, Raymond James Financial Services, Inc, Professional Planning Group, Olsonauto, Johnson & Wales University, New England Professional Planning Group, Commonwealth Financial Network, and Whz Strategic Wealth Advisors. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Nicholas is part of Commonwealth Financial Network, which operates out of Pomfret Center, Connecticut. The firm has 1,762 offices and 4,850 employees. Commonwealth Financial Network manages assets totaling $209.7 billion and serves 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

697 Pomfret Street
Pomfret Center, CT 06259

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$209,735,339,476

CT Average: $16,012,751,954
Total Number of Employees

4,850

CT Average: 118
Total Number of Accounts

671,650

CT Average: 4,567
Average Account Size

$312,269

CT Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nicholas Olson Work History

2025 - Present (1 year)

Commonwealth Financial Network

2025 - Present (1 year)

Whz Strategic Wealth Advisors

2023 - Present (3 years)

Johnson & Wales University

2019 - Present (7 years)

Olsonauto

2024 - 2025 (1 year)

Raymond James Financial Services, Inc

2024 - 2025 (1 year)

Professional Planning Group

2024 - 2025 (1 year)

New England Professional Planning Group

2023 - 2024 (1 year)

Fidelity Personal And Workplace Advisors

2021 - 2021 (< 1 year)

J'S Delicatessen

2021 - 2021 (< 1 year)

Youtube

2021 - 2021 (< 1 year)

Walgreen'S

2021 - 2024 (3 years)

Fidelity Brokerage Services, LLC

2020 - 2020 (< 1 year)

Gordon College

2020 - 2020 (< 1 year)

Target

2019 - 2019 (< 1 year)

Mcdonald'S

2019 - 2019 (< 1 year)

Santander Bank Co

2019 - 2020 (1 year)

Luigi'S Gourmet Restaurant And Express

2018 - 2019 (1 year)

Dino'S Park N' Shop

2016 - 2020 (4 years)

Ponaganset High School

2014 - 2016 (2 years)

Ponaganset Middle School

Disclosures

Please visit the SEC profile of Nicholas 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Brandon Wester
New York, NY
William Salazar
Waltham, MA
Holly Clarke
Macungie, PA
Michael Herkert
Tarrytown, NY
Caroline Knights
Needham Heights, MA
Jeffrey Brannon
Saint Paul, MN
Luke Graves
Greenville, SC

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