Timothy
Olsen
Prentice Wealth Management LLC
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About this Advisor
Timothy Olsen is a financial advisor based out of Rochester, New York who has 2 years of relevant experience. Olsen is on the advisory team at Prentice Wealth Management LLC. During their career, Olsen has held roles at Tompkins Financial Advisors, Esnemble Financial Services, Inc, Lpl Financial, LLC, The Prudential Insurance Company Of America, Cadaret, Grant, & Co. Inc, Pruco Securities, LLC and Prentice Wealth Management, LLC. Olsen holds a Series 63 license, which qualifies them as a securities broker, and can advise clients in New York. Prentice Wealth Management LLC is an advisory company based in Rochester, NY. The company has a total of 12 financial advisors. It manages $295 million in total assets across its 1,314 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,314 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on the type of services. However, fees charged by Prentice Wealth Management LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prentice Wealth Management LLC Brokerage Details
$295,262,571
12
1,314
$224,705
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Olsen Work History
Timothy has been registered as a financial advisor for 2 years.*
Cadaret, Grant, & Co. Inc
Prentice Wealth Management, LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
Lpl Financial, LLC
Tompkins Financial Advisors
Esnemble 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 Timothy 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 Prentice Wealth Management LLC
Rochester, NY
Rochester, NY
Rochester, NY
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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