Chris
Olsen
Commonwealth Financial Network
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About this Advisor
Chris Olsen is a financial advisor operating in Murrieta, California. Olsen is an employee of Commonwealth Financial Network. During their career, Olsen has held roles at Jdd Partners, LLC and Rancho Physical Therapy, Inc. Olsen is able to operate in California. Commonwealth Financial Network is a firm based in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It controls $146 billion in total assets among its 585,629 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. Commonwealth Financial Network provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on which services are offered. However, fee types billed by Commonwealth Financial Network most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chris Olsen Work History
Chris has been registered as a financial advisor for 0 years.*
Jdd Partners, LLC
Rancho Physical Therapy, 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 Chris Olsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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