Joseph
Wilson

Olson & Wilson Private Capital LLC

CRD#5148977
Investment Advisor
in Cincinnati, OH

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About this Advisor

Joseph Wilson is a financial advisor who works out of Cincinnati, Ohio with a total of 1 year of relevant experience. Wilson is on the advisory team at Olson & Wilson Private Capital LLC. Over the course of their career, Wilson has held roles at Ameriprise Financial Services, Inc, Gf Investment Services LLC, Global Financial Private Capital, LLC, Tap Insurance, LLC Dba Olson & Wilson Insurance, Lakota East High School, Ae Wealth Management, LLC, Trilogy Private Capital and Olson & Wilson Private Capital LLC. Wilson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kentucky and Ohio. Olson & Wilson Private Capital LLC is an advisory business operating in Cincinnati, Ohio.

Certifications and Registrations

Series 66

Years Registered*

1 year

Office Location

7870 E. Kemper Road #430
Cincinnati, OH 45249

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Joseph Wilson Work History

Joseph has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Olson & Wilson Private Capital LLC

2020 - Present (4 years)

Olson & Wilson Private Capital LLC

2017 - Present (7 years)

Tap Insurance, LLC Dba Olson & Wilson Insurance

2016 - Present (8 years)

Lakota East High School

2019 - 2022 (3 years)

Ae Wealth Management, LLC

2014 - 2019 (5 years)

Gf Investment Services LLC

2014 - 2019 (5 years)

Global Financial Private Capital, LLC

2014 - 2017 (3 years)

Trilogy Private Capital

2009 - 2014 (5 years)

Ameriprise Financial Services, Inc

*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 Joseph Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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