David
Olson

Mml Investors Services, LLC

CRD#3121941
Investment Advisor
in Seattle, WA

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About this Advisor

David Olson is a financial advisor working in Seattle, Washington, with 10 years of professional experience. Olson is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at Citigroup, Mml Investors Services and Jennifer Thomsen/ Massmutual Northwest. Olson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Mml Investors Services, LLC is a company based out of Seattle, Washington. The company has offices in 1,155 locations and a total of 7,620 employees. It has $63 billion in total assets among its 287,089 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 384 charitable organizations. Mml Investors Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

701 Fifth Avenue Suite 1100
Seattle, WA 98104

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

WA Average: $16,012,751,954
Total Number of Employees

7,620

WA Average: 118
Total Number of Accounts

287,089

WA Average: 4,567
Average Account Size

$219,257

WA Average: $3,506,186

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Olson Work History

David has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services

2013 - Present (9 years)

Jennifer Thomsen/ Massmutual Northwest

2012 - 2013 (1 year)

Citigroup

Disclosures

David Olson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Tyler Camp
Birmingham, AL
Pedro Lugo
Orlando, FL
Richardson Hendee
Guilford, CT
Pratik Patel
La Jolla, CA
Dennis Chenette
Bedford, NH
Charles Prince
Melville, NY
Aaron Khafi
Brea, CA
Alejandro Santana
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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