David
Olsen
Global Wealth Management Investment Advisory, Inc
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About this Advisor
David Olsen is a financial advisor working out of Fort Lauderdale, Florida who has 6 years of industry experience. Olsen is an employee of Global Wealth Management Investment Advisory, Inc. During their career, the advisor has held roles at Matthew Olsen, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company and Madison Avenue Securities, LLC. Olsen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Global Wealth Management Investment Advisory, Inc is a company operating out of Fort Lauderdale, FL. The company has a total of 18 people on staff. It handles $331 million in assets across its 2,805 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,805 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in investable assets. Global Wealth Management Investment Advisory, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice vary depending on the services offered. However, fees billed by Global Wealth Management Investment Advisory, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Management Investment Advisory, Inc Brokerage Details
$331,402,981
18
2,805
$118,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
David Olsen Work History
David has been registered as a financial advisor for 6 years.*
Madison Avenue Securities, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Matthew Olsen
Northwestern Mutual Investment Services, LLC
*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 David Olsen 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 Global Wealth Management Investment Advisory, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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