Ronald
Olson

R.O.I

CRD#830680
Investment Advisor
in Pleasant Grove, UT

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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

Series 63

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2100 West Pleasant Grove Blvd 250-44
Pleasant Grove, UT 84062

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R.O.I Brokerage Details

Total Assets Under Management

$53,000,000

UT Average: $693,624,108
Total Number of Employees

2

UT Average: 12
Total Number of Accounts

323

UT Average: 1,115
Average Account Size

$164,087

UT Average: $622,084

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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.

1992 - Present (28 years)

Ronald Olson, Inc (R.O.I.)

Disclosures

Ronald Olson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at R.O.I

Benjamin Olson
Lindon, UT
Joseph Olson
Lindon, UT
Ronald Olson
Pleasant Grove, UT

This content was compiled from the SEC and FINRA.

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