Plante Moran Financial Advisors

Investment Advisor
in Monroe, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Logan Olsen is a certified financial planner who works in Monroe, Washington who has 5 years of industry experience. Olsen works at Plante Moran Financial Advisors. Throughout their career, they have worked at Plante Moran Financial Advisors. Olsen holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Michigan and Washington. Plante Moran Financial Advisors is an advisory company based out of Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 advisors. It administers $17 billion in total assets between its 16,199 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 16,199 client accounts, 87% are held by high-net-worth investors who have greater than $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Plante Moran Financial Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

5 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, Hourly Charges, Fixed Fees

Office Location

Monroe, WA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management


WA Average: $943,424,332
Total Number of Employees


WA Average: 21
Total Number of Accounts


WA Average: 1,586
Average Account Size


WA Average: $594,845

Investment Advisory Services

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

Logan Olsen Work History

Logan has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Plante Moran Financial Advisors

2013 - 2018 (5 years)

Plante Moran Financial Advisors

*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.


Please visit the SEC profile of Logan 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 Plante Moran Financial Advisors

Logan Olsen
Monroe, WA
Justin Halvorson
Detroit, MI
Cartier Zori
West Bloomfield, MI
Jacob Petrick
Portage, MI
Steven Gibson
Chicago, IL
Eric Dahlberg
Southfield, MI
Adam Broka
Southfield, MI
Sean Morris
Grand Rapids, MI

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started