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About this Advisor
Ronald Olson is an advisor in Pleasant Grove, Utah. Currently a registered investment advisor at R.O.I, Olson has an impressive 28 years of professional experience. Olson maintains a Series 63 license, designating them as a securities representative. Olson is able to serve customers based out of Utah. Olson has spent their entire career at R.O.I. R.O.I is headquartered in Pleasant Grove, Utah, and has two other offices in the nation. Overall, R.O.I oversees $53 million in assets dispersed across 323 accounts and employs two staff members. The firm's total assets under management makes it one of the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. R.O.I provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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R.O.I Brokerage Details
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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
Ronald Olson Work History
Ronald has 28 years of experience.
Ronald Olson, Inc (R.O.I.)
Ronald Olson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at R.O.I
Pleasant Grove, UT